Warren Bausert

Warren Bausert, CFP®, ChFC®, has more than 30 years of experience in the bank investment & insurance industry. Warren leads a team of nearly 50 advisors, management and staff, and more than 25 licensed bankers who collectively have more than $4 billion in assets under advisement at Sterling Wealth Services.

Prior to becoming a Business Consultant, Warren was the Associate Program Director and Sales Manager at LPL Financial located at Astoria Bank. He also served as Program Manager of Greater Investment Services before it was acquired by Astoria Bank in 1997. Warren became a registered representative in 1986 and joined The Dime Savings Bank of NY as a Financial Consultant in October 1987, one week to the day after Black Monday.

Warren believes that trust develops during the profiling process when the advisor connects with clients and learns what is important to them and why. He also believes we don’t help clients unless we get them to act on our advice. The most important determinant to a client’s long-term financial success is what they do, not what they know or think. The best advisors are the ones who help clients make better decisions and avoid critical mistakes at the worst times.