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Yavapai Financial
Planning, LLC

Dwayne Warrick

About Dwayne Warrick


Dwayne has been a managing member of Yavapai Financial Planning, LLC since he and John Cargill started the firm in 2000. Prior to that he worked in tax planning and resource consulting following a career with the US Forest Service in Arizona, New Mexico, and Texas.

Dwayne strives to provide practical common sense financial planning and investment advisory advice to help his clients make progress towards achievement of their lifelong goals. As a fiduciary, he always puts his clients' best interests first.

Dwayne is married to Shirley with three grown children and four grandchildren who they visit often in Tehachapi, California and Park City, Utah.

Professional Background:
  • Iowa State University, BS in Forest Management, 1961
  • Iowa State University, MS in Forest Range Management, 1962
  • Certified Financial Planner™ Practicioner (CFP®), 2001
Yavapai Financial Planning, LLC is a Registered Investment Adviser with the Arizona Corporation Commission, File # 1232.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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