Full-Suite Financial Services
Lateef Warnick has been a Licensed Financial Advisor having worked and consulted for many Fortune 100 companies for over 10 years yet he’s been in the insurance and financial industry for almost 20 years having worked on Wall Street. He has even served as a Principal responsible for managing a team of financial advisors to help them become their best.
Lateef, however, began to recognize many of the shortcomings of dealing with many of the large brokerage house type corporations. Financial Advisors are often stressed, required to constantly hit unattainable sales quotas & goals which often leads to a conflict of interest between doing what’s right for the client or trying to please their companies so they can keep a job and provide a quality of life for their families. Hence why Congress under the Obama administration began looking into how investment firms were behaving towards clients and practicing a “fiduciary” responsibility.
It took many years of trial & error and tweaking “lessons learned” for Lateef to find the right platform to assist clients with all of their financial needs from managing debt, savings, investing, financial planning, retirement planning and long-term planning. Lateef has partnered with the right companies to provide all of his clients with competitive options to meet all of their financial needs but as an independent advisor he is not required to meet any sales quotas or have to answer to any bosses pressuring him to sell any particular captive product.
Contact me for a personal & confidential consultation to see the difference of how I’ve transformed the way financial planning is done to truly serve my fiduciary responsibility to ALWAYS do what is in the best interest of my clients!
Lateef Warnick is an independent licensed financial advisor holding his Series 7, 66, 215 & 220 licenses which allows him to provide fee based financial services, provide financial and investment advice, solicit and sell financial products as well as life insurance, health insurance, annuities, property & casualty products such as auto, home, boat, flood etc. He is licensed and registered to sell financial products in the state of FL and any of the other 50 states and U.S. territories he registers with. World Financial Group, Inc. (WFG) is a financial services marketing company whose affiliates offer a broad array of financial products and services. Insurance products offered through World Financial Group Insurance Agency.
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“Lateef is a wonderful writer and spiritual leader. He is on a mission to bring spiritual guidance to the world through his books and website.”
“I had the opportunity to get to know Lateef as a member of the Atlanta Urban League Young Professionals. As President of this great organization, I had the opportunity to interact with active members of the organization. Lateef was a member that participated in many of the professional development workshops and always willing to assist and lead different activities. Lateef was a member that you can count on to make a difference and always be counted on for community service activities. It was a pleasure to have Lateef as an active member of the Urban League family.”
William Bryant JrPerformance Coach/External Consultant
“I had the pleasure of getting acquainted with Mr. Warnick while attending Savannah State University. We were both members of the Navy ROTC Unit. I had the opportunity to being exposed to his great leadership, integrity & administrative ability.”
Rochelle Mack-TateSocial Worker
“Lateef is a pioneer and his work embodies the core of Jesuit/Ignatian spirituality: “Finding God in All Things.” While many of us will compartmentalize our professional and personal lives, Lateef is working to integrate supporting both individuals and groups to integrate every aspect of their lives so that each person is a channel for the divine.”
Frank DeVitoSpiritual & Educational Entrepreneur
“Lateef possesses a phenomenal intellect that has served him well in all endeavors.”
Capt Godfrey WeekesLand Attack Dept Officer
“I’ve known Lateef since we were students at Savannah State University. He and I served as midshipmen at the Universities’ Naval ROTC unit, where he served as a constant motivator for me and the other student leaders. Occasionally, Lateef would also tutor me on especially difficult mathematics concepts. Through his selfless dedication to me and the other NROTC midshipmen, Lateef displayed his caring leadership, attention to detail, tireless work ethic and dependability. Lateef is a real team player, leader and mentor. He would make an excellent member of any leadership team.”
Daniel KalsonProgram Specialist
“I am happy to recommend Lateef for any work that your organization needs. He is well versed at management issues, multi-talented, positive, energetic, and an excellent problem solver. His mind moves quickly and thinks of important solutions that will not only get the task done earlier but done in an innovative manner. Hire him today for any consulting projects in editorial, social media, or even engineering needs–he is well versed in many backgrounds!”
Tim KaviFreelance Writer
“Lateef Warnick promotes openness, diversity and tolerance, but more importantly the appreciation of good qualities in others. Paradoxical as it may sound, I think Lateef has managed to combine and connect his business and financial skills, and to some extent, his military training to create something much bigger, but also much more fundamental – a spiritual grounding! Lateef as a result of this spiritual wellness through his Concept YOUtopia & 1 S.O.U.L forum, encourages others to share their spiritual experiences, beliefs and insights thus promoting openness and diversity.”
“Lateef is an enthusiastic, friendly and qualified person whose energy is infectious. He knows what he wants and is willing to achieve that goal. He has a background of hard work and training and his ambition and discipline will not only achieve what he seeks but will help everyone he works with. He is destined for great things.”
Dr Derek LamarDirector
“Lateef is a self starter! He is definitely a man who wears many hats. Lateef is an accomplished author who has a special gift when it comes to motivating people. I am proud of the fact that I have crossed paths with such an outstanding individual.”
Fred Ogletree MBADirector
“Lateef is an amazing professional. He operates with a very high work ethic putting in the time to provide consistently high quality. I most value his willingness to be flexible and do whatever it takes to get the job done.”
Marlon AndrewsBusiness Management
“As a Christian, I’m a practitioner of Indian yoga and Buddhist mindfulness meditation. In addition, I’ve spent many years observing and participating in the ceremonies of the Ojibwe Uti and Lakota tribes. I’m also a lifelong student of comparative religion and philosophy. This gives me a good background to evaluate Lateef’s knowledge of spiritual disciplines like Yoga. He has a good overall knowledge of spiritual practices, metaphysics, new thought and mysticism. I believe his spiritual background and knowledge, as well as his previous Navy and business backgrounds, give him much insight and expertise to be the CEO of his current spiritual social network.”
Randy KempB2B Technology Writer