Warren Jackson CFA®
President, Senior Advisor
650-434-0488
Warren leads with a distinct blend of passion, expertise, and a commitment to making a positive impact in the lives of his clients and his community. As founder 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 executives 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 and strategic planning.
Warren leverages his unique skillset and knowledge base to offer specialized guidance in concentrated stock diversification, equity compensation divestitures, retirement planning, and complex estate planning issues. His ability to provide fresh and insightful perspectives enables his clients to navigate their financial journeys with 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 community and participates in various local events, including fundraisers for East Side Prep. Warren is He also serves on the board of The Street Dog Coalition, an organization dedicated to providing free veterinary care and support for the pets of individuals experiencing homelessness.
Residing in Palo Alto with his wife, young son, and their beloved dog, Warren balances his professional achievements with a rich personal life. He is a self-proclaimed history buff, an avid runner, and a fitness enthusiast who enjoys both recreational and competitive softball.
AS YOUR FINANCIAL ADVOCATE, WE’RE COMMITTED TO GUIDING YOU THROUGH LIFE’S CHALLENGES AND OPPORTUNITIES—HELPING YOU ENHANCE YOUR FINANCIAL WELL-BEING EACH STEP OF THE WAY.
Hawaiian Connection
My connection to the Hawaiian Islands began at a young age, when my parents introduced me to its vibrant culture and picturesque landscapes. This bond deepened during my time at Addison Elementary, where my fifth-grade teachers, Mr. Wong and Mr. Akimo—both from Hawaii—taught us about Polynesian culture and traditional Hawaiian dances. This unique experience led me to Oahu, where my class performed for the King Kamehameha School.
Since then, the islands have held a special place in my heart. When I took my then-girlfriend (now wife) to the Big Island for our first trip together, our love story began to unfold. A year later, we exchanged vows on a picturesque hilltop in Kauai under a sprawling Banyan Tree with our closest family and friends.
The next year, we returned to the Big Island with our newborn son to attend a friend's wedding, sharing with him the rich local culture for the first time. Hawaii continues to be an integral part of our lives, drawing us back to its welcoming shores and weaving its unique heritage into our family’s story.