Warren A. Peña, CLTC*, is a Senior Vice President at Modus Park Advisors, LLC, a financial planning and investment firm.
He works with clients to help achieve long-term financial security based on their unique circumstances, needs, and goals. He is committed to providing services that are tailored to each client, by getting to know the whole person, not just the state of their finances.
Services available in English and Spanish.
*CLTC stands for "Certified in Long-Term Care," a designation granted by the Certification for Long-Term Care. CLTC graduates have completed a rigorous multidisciplinary course that focuses on the profession of long-term care planning.