Warren Binstock
Vice President, Financial Advisor, Retirement Planner at Telos Capital Management, Inc.
About
Warren Binstock is Vice President, Financial Adviser, and Retirement Planner at Telos Capital Management, Inc. in San Diego, California. In this role, he provides comprehensive financial planning and retirement planning services, managing client portfolios for individuals, families, and small businesses, with a focus on understanding each client’s unique goals and risk profiles.
Binstock specializes in retirement income planning, portfolio management, and wealth planning, primarily serving high-net-worth individuals and charitable organizations. His expertise covers a range of asset classes including equities, fixed income, and alternative investments, with an emphasis on tailored investment strategies for retirement and long-term financial security.
With more than two decades of industry experience, Binstock has held previous positions at TIAA-CREF, TD Ameritrade, Smith Barney, and Charles Schwab, which has contributed to his broad understanding of wealth management and client service. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) credential, reflecting his commitment to ethical standards and professional excellence.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Telos Capital Management | Vice President, Financial Advisor, Retirement Planner | Jan 2018 to Present | — |
| Telos Capital Management, Inc. | Retirement Planning and Client Service Specialist | Apr 2015 to Present | — |
| TIAA-CREF | Wealth Management Advisor | Oct 2013 to Apr 2015 | — |
| TD Ameritrade | Investment Consultant | Jun 2009 to Oct 2013 | — |
| Smith Barney | Financial Advisor | Jan 2008 to May 2009 | — |
| Charles Schwab | Financial Advisor | Feb 2003 to Oct 2007 | — |
| Charles Schwab | Financial Consultant | Oct 2000 to Feb 2003 | — |
| San Diego City Schools | Teacher | Sep 1999 to Aug 2000 | Taught for four years at various schools in Las Vegas and San Diego. My final year teaching was at San Diego City Schools as a 6th grade core and math teacher. |
Education
Niagara University
Masters, Education
1994 — 1996
York University
Bachelor of Arts, Psychology
1987 — 1991
Others at Telos Capital Management, Inc. (3)
| Name | Role | Location |
|---|---|---|
A Andy Weld | Portfolio Manager | San Diego, CA , United States |
B Bruce Sherman | Senior Vice President, Portfolio Management | La Mesa, CA , United States |
 | Senior Vice President, Financial Advisor | Ventura, CA , United States |