Warren McGuire, CHFC, is the President and Managing Director of NFP Insurance Solutions after starting as Director in 2018. He specializes in advising professionals, business owners, and high-net-worth families on asset accumulation and wealth preservation strategies. Warren has earned recognition on Forbes' best-in-state financial security professionals lists for 2022, 2023, and 2024 and is considered an industry leader.

 

He began his career as a Financial Consultant at AXA Advisors. In 2017, he co-founded Blue Cove Capital, a boutique wealth management practice, before selling his stake and joining NFP Insurance Solutions.

 

Warren holds a Certified Retirement Planner degree from Wharton School of Business and a Chartered Financial Consultant (CHFC) Designation from the American College. He was nominated for the Five Star Wealth Manager award and is a member of the YPO (Young Presidents’ Organization).

Originally from Pittsburgh, Warren moved to Chicago after living in New York City for 7 years. Warren and his wife Molly have two children and live in the western suburbs. He enjoys running, skiing, reading and golf, and has completed 2 marathons.

 

Warren holds degrees in both Finance and Economics from Villanova University. He maintains the Series 7, 63 and 65 FINRA securities registrations, as well as Life & Health Insurance Licenses. 

 

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Check the background of this investment professional on FINRA's BrokerCheck.

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Research provided by SHOOK Research determined this ranking based on an algorithm of qualitative and quantitative data. The advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. For 2023 there were 39,007 nominations received, 22,243 invited to complete an online survey, 17,546 telephone interviews, 4,926 in-person interviews, and 1,361 web-based interviews. SHOOK is completely independent and objective and does not receive compensation from the advisors, Firms, the media, or any other source in exchange for placement on a ranking. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience.  Neither Kestra IS or Kestra AS are not affiliated with Forbes or SHOOK research.

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To receive the 2017 Five Star Wealth Manager award, researched and managed by Five Star Professional, a wealth manager must meet 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients. 1,680 wealth managers in the New York City area were considered for the award. 155 were named 2017 Five Star Wealth Managers, which represents 9% of the total wealth managers in the area. Wealth managers do not pay a fee to be considered or placed on the final list of 2017 Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager's future performance.