Hattie Warren
Financial Planning Associate
Philadelphia-Exton, Pennsylvania
Philadelphia-Exton, Pennsylvania Office
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Hattie wants to work in wealth management because people do not learn personal finance in school and are left to figure it out on their own. Being a resource to them inspires her to work hard and help clients reach their financial goals.
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Hattie was a Client Success Advisor at Warren Financial before joining EP Wealth Advisors in 2022. Before working in the finance industry, Hattie was a busy event planner. When the COVID-19 pandemic halted events, she decided to completely switch careers and enrolled herself in a CFP course in early 2021. She was able to pass her CFP certification test on her first try in November of 2021 and is working on the experience portion of the designation.
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Hattie is a graduate of Gordan College, earning a degree in Business Administration.
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Outside of the office, Hattie enjoys taking her golden retriever to a brewery or spending time at a local jazz club.
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