C. Warren Coughlin, CFP
Trustee
Elected 2023
Alumnus: Class of 2006
Financial Advisor – Private Wealth Management
Warren Coughlin is a seasoned Private Wealth Advisor with over 18 years of experience in wealth management, specializing in complex pre-IPO planning for founders and executives of privately held companies. As a CERTIFIED FINANCIAL PLANNER™ professional, Warren brings deep technical expertise and a strategic mindset to help clients navigate liquidity events, equity compensation, and long-term wealth preservation.
Recognized by Forbes Best In State Wealth Advisor (#115) and Top Next Gen Wealth Advisor Best-In-State (#10) in CA Southern CA in 2025. Warren is known for his ability to simplify complexity and deliver highly customized financial strategies that align with each client’s unique goals.
He serves as a Board of Directors observer for The Jewish Federation of Los Angeles and a Board of Trustee member for FMS/Hobby Hudgins Educational Foundation. He enjoys running, hiking and surfing in Los Angeles, where he lives with his wife and young son Levi.
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