Randall Warren, MBA

Pennsylvania State Icon Philadelphia-Exton, Pennsylvania
Senior Vice President, Partner
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About Randall

Randall Warren has more than 30 years of experience in the financial services industry. He joined EP Wealth Advisors after 22 years with Warren Financial, when it became part of the EP Wealth family in 2022. At that time Randy was the firm’s Chief Executive Officer and Chief Financial Officer. He specializes in three groups of clients: self-made individuals, small business owners and dual-income families. Randy’s approach to attracting clients reflects the reason he works in wealth management—simply by offering to help people enhance their finances he gets the joy of seeing them achieve their goals. Randy’s financial experience has made him a regular on CNBC and Fox Business, and a contributor to Forbes online. He serves on the board of West Chester University as well as on its Finance and Endowment committee, and on the West Chester President's Advisory Board. Randy also is on the board of TCA, his high school alma mater, and on the board of the Chester County History Center. He volunteers in various positions throughout the community as well. Randy’s outdoor-oriented lifestyle includes golf, tennis, paddle ball, pickleball, soccer, hiking and biking. His musical talents include guitar and piano. Most of all, though, Randy enjoys just being with his friends and family. He is married to his high school sweetheart and together they have raised three successful young adults.

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West Chester University of Pennsylvania, MBA,
Finance and Economics University of Delaware, B.S., Computer Science

How can Randall help?


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Randall works in our Philadelphia-Exton office in Pennsylvania, see their office information here.
Philadelphia Office

Financial Tip

Buy-low, sell-high sounds easy, but gets challenged in the lows. Research shows that long-term investors weather the storms and tend to maximize results while not losing track of their goals.