IBR Accomplished Under 40 – Benjamin Warren

General | April 15, 2014

IBR Accomplished Under 40“I always wanted to be a baseball player,” says Benjamin Warren. And, up until he played on a not-so-winning team at Northwest Nazarene University, he thought he would be. But, “It was hard to be a really competitive person and put up with losing.” He says. Lucky for Warren, he had a little insurance in his back pocket.

In high school he remembers a project all about choosing a career path. “In the course of that assignment, it occurred to me it would be a good idea to have a back-up plan,” he says. Warren grew up in Leavenworth, Washington, a tourist town in the heart of the Cascade Mountains, fashioned after a picturesque Bavarian village. “I worked on paper routes, rented parking spaces, worked at Bavarian bratwurst stands, at Dairy Queen – managing money was always an interest of mine,” he says.

So, after Warren graduated from NNU with a degree in business administration, he entered the financial industry in 2004 as an advisor for Modern Woodmen of America. In 2007, “I jumped at the opportunity to join the team at Rathbone Warwick & Daly.”

Then, because he wanted a “deeper level of investment and industry knowledge,” Warren tackled a monumental challenge – to become a Chartered Financial Analyst charterholder, “what I consider the gold standard in the financial industry,” he says. After a grueling four years of studying for hours after work and on weekends, “I completed the self-study program and three exams to earn the right to call myself a charterholder. I can easily say it is the most difficult project I have ever undertaken,” Warren says.

Today, he is the lead advisor for over 120 families. He helps chart the direction of client portfolios and holds workshops for business owners on meeting fiduciary responsibilities and retirement plans. Warren also teaches core financial skills throughout the Treasure Valley, professionally and as a community service.

“More often than not, financial is an intimidating topic for people,” he says. “My goal is to bring clarity and peace to people’s financial lives.”

Warren lists as inspiration figures: Tim Onofeo, his head baseball coach at NNU, Bob Rathbone, a mentor who taught Warren the value of putting the client first, and his father. “My dad has been a phenomenal example as a family man, proficer and leader. He’s been the biggest impact I my life.”

Warren and his wife, Kirsten, have two girls, Boston, 7, and London, 5, and are expecting another girl, Brighton, in July. “Two more and we’ll have a Yahtzee,” Warren says with a laugh.

Idaho Business Review recognizes 40 accomplished men and women younger than 40. Past recipients score applicants on a 1-to-5 scale in four categories: professional accomplishments, leadership skills, community involvement and long-term goals. The 40 with the highest total scores are the year’s honorees.