Warren Duthie, ChFC®
Wealth Management Advisor
Warren Duthie is a wealth management advisor with more than 19 years of experience providing strategic and comprehensive planning for clients all over the country. He specializes in retirement income planning and innovative solutions to wealth accumulation and protection. Warren works with both individuals and businesses in developing plans to achieve financial goals.
Originally from Huntington Beach, Warren currently lives in Point Loma with his wife, Courtney, and their four kids: Phoebe, Gus, Ruby, and Millie. Warren is a huge LA Kings fan and in his spare time enjoys surfing, running, and practicing jiu jitsu. He is also very active in his church and the Young Life College group.
Ken Gallagher
Wealth Management Advisor
Ken was born and raised in Southern California along with his younger brother. He attended college at Cal Poly Pomona, earning his Bachelors Degree in Finance, Real Estate, and Law. While there, Ken was an active member of the business club, serving as its president in his senior year and was student of the year in his major of Finance, Real Estate, and Law. He currently lives in Chino Hills with his wife, Trisha, and daughter, Heidi. He enjoys spending time with his family, golfing, reading business literature, and watching hockey with his wife and daughter. Heidi loves hockey and they recently did a father/daughter trip to Canada to watch her favorite team, the Carolina Hurricanes. The best part of the trip, according to Heidi, is when she got her jersey signed by her favorite player, Sebastian Aho!!
Jillian Fernandez
Wealth Management Assistant
Jillian Fernandez is the assistant to Ken Gallagher. She has over 15 years of administrative experience. Jillian works side by side with Mr. Gallagher to help guide clients to meet their financial goals. She thrives on providing clients with professional and friendly customer service. Jillian grew up locally in Southern California and graduated from California State University, Fullerton with a bachelor’s degree in Communications with an emphasis in Public Relations. Her passions include working out and spending quality time with her husband and two teenage children.
Leah Rist
Client Service Specialist
Leah Rist is excited to begin her role working alongside Warren as a Client Service Specialist. Before joining us, Leah worked as a Realtor in Fairbanks, Alaska and prior to that served as a pilot in the United States Air Force. She brings an organized mindset, strong attention to detail, and genuine enthusiasm to every interaction. Leah currently lives in New Hampshire with her husband, three young children, a dog, a cat and eight chickens. Outside of work, Leah enjoys reading, spending time outdoors, and cheering on her kids at their sporting events
