Shuster Financial Group, LLC

Ca. Licence # 0682644

My name is Jeffrey Warnock. Welcome to my Web site.

As a financial professional with AXA Advisors and as an active member of the Orange County, California community, I am dedicated to helping individuals and businesses build their financial futures.

To stay on top of my field and develop my professional skills over my 20 year career, I've regularly attended industry training and certification programs. This includes completing the curriculum and passing the rigorous exams for the:
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Life Underwriter (CLU) professional designation through the American College
  • Chartered Financial Consultant (ChFC) professional designation through the American College
  • FINRA registrations: Series 7, Series 63, Series 65, and Series 24

My academic achievements include:
  • Advanced Executive Courses from Stanford University
  • Advanced Financial Degrees from American College

My education, experience and professional affiliations have fostered my practical approach to offering financial advice and planning services to my clients. Rather than just recommending a hodgepodge of unrelated products, first I'll consider your specific financial goals and investment objectives. Working together, we can formulate a strategy to help you achieve your goals. Then, as a registered representative of AXA Advisors, LLC, and as an agent of AXA Network, LLC, I'll recommend the appropriate products and services to help you execute your strategy.

Maintaining a strong sense of community and a solid professional foundation are very important to me. My community activities and professional affiliations include:

  • Huntington Beach Chamber of Commerce
  • Western Region Pension Council
  • Orange County Estate Planning Council
  • Million Dollar Round Table

My wife Chana and I live in Huntington Beach, California with our 3 children.

Thanks for visiting.

CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with logo flame)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
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