Warren Isenberg has been President & CCO of Walker Financial Advisors, Inc. Dba California 457 Benefits since January 2002, is a control person of the firm and directly owns under 5% of it. Warren Isenberg holds a Bachelor of Science in Biology from the University of California, Irvine.
Walker Financial Advisors, Inc. Dba California 457 Benefits is a Mission Viejo, CA firm with $233M under management, 178 clients and 3 advisers in one office, as of its March 2026 filing.
Warren B. Isenberg is President and Co-Chief Investment Officer of Walker Financial Advisors, Inc., based in Mission Viejo, California. He joined Walker Financial in February 1998, was promoted to President in 2019, and oversees the firm's day-to-day operations. He and Scott Walker form the investment policy committee, and he has previous industry experience with American Express Financial Advisors.
- – present · 13 yearsMission Viejo, CA · Adviser representative · Firm CRD 106268
- – · 6 yearsMission Viejo, CA · Adviser representative · Firm CRD 106268
Professional designations
Listed by Walker Financial Advisors, Inc. Dba California 457 Benefits
- CFP®
Investment adviser representative registrations
Warren Isenberg is registered as an investment adviser representative in California, since February 2013.
- CaliforniaSince 6 February 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 26 August 1994 |
| Series 7 | General Securities Representative Examination | 23 August 1994 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Warren Boyd Isenberg
- CRD
- 2521124
- Firm
- Walker Financial Advisors, Inc. Dba California 457 Benefits · CRD 106268
- Role
- President & CCO
- Office
- 27201 PUERTA REAL, SUITE 465, Mission Viejo, CA 92691
- Registration
- Investment adviser registration
- In the industry since
- July 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- walkerfinancial.com
Where does Warren Isenberg work?
Warren Isenberg has been President & CCO of Walker Financial Advisors, Inc. Dba California 457 Benefits since January 2002, and is a control person of the firm.
Is Warren Isenberg a financial advisor?
Yes. Warren Isenberg has a current investment-adviser registration in California, through Walker Financial Advisors, Inc. Dba California 457 Benefits since February 2013.
How many years of experience does Warren Isenberg have?
Warren Isenberg has 20 years in the financial industry, since July 2006, across 1 adviser firm.
What exams has Warren Isenberg passed?
Warren Isenberg has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in August 1994.
Where is Warren Isenberg based?
Warren Isenberg’s registered office is in Mission Viejo, CA.
Is Warren Isenberg registered with FINRA?
No. Warren Isenberg has no current broker registration.
Is Warren Isenberg a CFP?
Walker Financial Advisors, Inc. Dba California 457 Benefits lists Warren Isenberg with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Warren Isenberg’s record?
Search CRD 2521124 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Warren Isenberg’s full registration record.
