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Warren Jackson, CFA®

President, Senior Advisor

Warren leads with a distinct blend of passion, expertise, and an unwavering commitment to making a positive impact in the lives of his clients and his community. As founder and CEO of Kukui Tree Capital Management, he is committed to offering unbiased financial guidance. Warren has nearly two decades of experience advising high-net-worth individuals, families, and small businesses on a variety of financial planning and investment management matters. His extensive background, which includes positions at both boutique advisory firms and major corporations, has equipped him with a deep understanding of financial markets, planning strategies, and a diverse range of client needs.

Warren leverages his unique skillset and vast knowledge base to offer specialized guidance in retirement planning, concentrated stock diversification, equity compensation divestitures, and complex estate planning issues. His ability to provide fresh and insightful perspectives enables his clients to navigate their financial journeys with clarity and confidence.

Warren earned his degree in 2006 from Santa Clara University, where he graduated Cum Laude. He has earned the prestigious Chartered Financial Analyst® (CFA®) designation and is an active member of the CFA Society of San Francisco.

Beyond his professional endeavors, Warren is deeply embedded in the Palo Alto community through his volunteer contributions. He provides pro bono investment and tax advice to the PerformanceGaines community and participates in various local events, including fundraisers for East Side Prep.

Residing in Palo Alto with his wife, young son, and their beloved retriever/lab mix, Warren balances his professional achievements with a rich personal life. He is a self-proclaimed history buff, an avid runner, and enjoys both recreational and competitive softball.

545 Middlefield Road,
Suite 205
Menlo Park, CA 94025
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