Warren Blatt
Financial Security Advisor
WDB & Associates
Bio
Warren Blatt, FEA, CLU, CHS, is an Advisor and the Founder of WDB + Associates, an independent financial services firm specializing in personalized wealth management, insurance, and business planning. Since 2006, Warren has helped individuals, families, and business owners develop practical strategies that protect what they have built and support their long-term financial goals.
Drawing on his experience as both an advisor and business owner, Warren brings a knowledgeable and compassionate approach to financial planning, risk management, estate planning, and business succession. His FEA, CLU, and CHS designations reflect his specialized expertise in supporting family enterprises and navigating complex financial and insurance decisions. Warren is also a member of Advocis and the Conference for Advanced Life Underwriting.
Warren is an advisor for Elizabeth Teleki, MacKay CEO Forums Forum Chair in Peterborough, Ontario.