Warren Stickney

As an integral partner and resource, we consult with you on important financial decisions and provide guidance to help you understand the tax implications or tax saving opportunities. Our goal is to help you create the life you want by designing a plan that takes into consideration the lifestyle you desire and the dreams you wish to fulfill.

Founder and Principal Warren Stickney is passionate about serving people. Prior to founding Stickney Research in 1996,Warren headed the Estate Planning Division for six years at a Fortune 100 financial services company.

The company was founded on a desire to help people fulfill their dreams and a passion for solving complex financial problems. Warren wanted to create a company small enough to be selective about the client relationships that the organization commits to serving.

Continuing education is also a cornerstone of the Stickney Research practice. Warren believes in all staff, as well as the client, having a thorough understanding of concepts and solutions implemented.

From classes on the teachings of Socrates at the Aspen Institute to The Economist forums, Warren spends over 60 days a year on continuing education to broaden his knowledge and offer clients a holistic approach to problem solving.

He believes that knowledge is empowering and is intent on passing that power on to his clients to understand their financial past, present and future. Warren has a unique ability to take complex financial, business and estate planning concepts and simplify them for his clients.

In addition to his quest for knowledge, he is also passionate about his charitable endeavors. An active philanthropist, Warren supports several charitable organizations in the Puget Sound area and the US.

He is has served for the past 10 years on the Board of Directors of the Pike Place Market Foundation and Anderson Ranch Foundation. Through his participation in the Million Dollar Round Table (MDRT) Foundation, Warren has secured donations and grants for local and national charities.

Warren’s Professional affiliations include the National Association of Insurance and Financial Advisors (NAIFA), Top of the Round Table and International Forum, and he has also been granted lifetime membership in MDRT and TOT, the Premier Associations of Financial Professionals.

Warren has authored several reports and articles which have appeared in the Eastside Journal, the Seattle PI, and Physicians NW Magazine. He is a noted speaker to NAIFA, the Estate Planning Council, and various philanthropic organizations.

Warren’s hobbies include music, skiing and travel and he enjoys spending time with his family.