Our Team

The Warriors Fighting for Your Financial Future

Every great victory starts with a great team. Meet the certified financial professionals who bring passion, expertise, and relentless dedication to every client engagement.

Leadership

Meet Our Leaders

The visionaries driving our mission forward, each bringing unique expertise and a shared commitment to client success.

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Sarah Chen, CFA

Founder & Lead Consultant

With over 15 years in financial services, Sarah has guided hundreds of clients toward financial independence. She holds a CFA charter and previously led the wealth management division at a top-tier firm before founding Warriors R US in 2015.

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Marcus Rivera, CPA

Senior Tax Strategist & Co-Founder

Marcus brings a decade of tax strategy experience to the team. A licensed CPA with deep expertise in business and personal tax optimization, he has helped clients save millions through strategic tax planning and compliance.

Our Specialists

Experts in Every Corner of Finance

Each team member brings specialized knowledge and a passion for helping clients achieve their financial goals.

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Jennifer Walsh, CFP®

Retirement Planning Director

Jennifer specializes in retirement and estate planning, helping clients build secure futures with customized strategies.

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David Okonkwo, MBA

Business Consulting Lead

David helps business owners optimize operations, manage cash flow, and develop sustainable growth strategies.

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Priya Kapoor, CFA

Investment Strategy Director

Priya designs data-driven investment portfolios that balance growth and risk, helping clients maximize long-term returns.

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Robert Kim, EA

Tax Compliance Manager

Robert ensures clients stay fully compliant while minimizing tax exposure through meticulous planning and IRS expertise.

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Angela Torres, CFP®

Wealth Management Advisor

Angela works with high-net-worth individuals to develop comprehensive wealth preservation and growth strategies.

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Lisa Nakamura, CPA

Client Relations Director

Lisa ensures every client receives exceptional service and that their financial journey with us is seamless and rewarding.

Why Our Team

What Makes Our Team Different

When you work with Warriors R US, you get more than a consultant. You get a dedicated team of experts united by a single mission: your success.

Top Credentials

CFA, CPA, CFP®, and EA designations across our team—representing the gold standard in financial expertise.

Collaborative Approach

Your dedicated advisor collaborates with our entire team to deliver well-rounded, comprehensive solutions.

Always Available

We pride ourselves on being responsive and accessible. Your questions never go unanswered.

Continuous Learning

We stay current with evolving regulations, market trends, and best practices to give you the best advice.

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Ready to Meet Your Financial Warrior?

Let's match you with the perfect advisor for your unique financial goals. Schedule your free consultation and discover the difference a dedicated team makes.

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