Warren A. Peña
Wealth Managment Advisor
- Role
- Wealth Managment Advisor at Fifth Avenue Financial at MassMutual
- Location
- Westport, CT, US
- LinkedIn followers
- 500 followers
About Warren A. Peña
As a small business owner nearing retirement, you’ve spent years building and running a…
Experience
Wealth Managment Advisor at Fifth Avenue Financial
Feb 2018 — Present · New York, NY, US
In working with clients over the years I learned what they want is a comprehensive financial plan. That means holistic financial planning which incorporates financial maintenance that ultimately leads to financial independence. This is key to the success of overall financial security planning. Our team, Fifth Avenue Financial offers financial planning services through MML Investors Services, LLC in the greater NYC area. I hold series 6, 7, 63 and 65 registrations with FINRA. For complete licensing and disclosure information visit http://fifthavenuefinancial.com/licensing/
Education
Fairfield University
Certificate, Financial Planning Program
2007 — 2008
CT State Norwalk
Associate’s Degree, Business Administration
1997 — 2000
Northeastern University
Bachelor's, Criminal Justice - Legal Studies
2000 — 2002
Norwalk High School
High School Diploma
1993 — 1997
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