Whitney Warmack, CFP®

Managing Director, Client Advisor
Whitney Warmack, CFP®, Managing Director, Client Advisor at Caprock

About Me

My parents came from humble beginnings and achieved a level of success their parents never experienced. They needed someone to teach them how to invest, grow, and maintain their hard-earned wealth. I want to help clients in the same way I wish someone had helped my parents. 

My goal is to be a client’s first call even if their question has seemingly nothing to do with wealth management. I started my career in financial planning and understand the value of seeing the entire picture in order to advise clients. Caprock’s focus on client service really appealed to me. I am lucky to be a part of a nimble, professional, and passionate team. 

Publications and Engagements

Joined Caprock





B.A. in Psychology – Emory University 

Emory Financial Planning Program 

Boards or Association Memberships


Financial Planning Association®

Estate Planning Council of Central Texas


Outside of work, I enjoy spending time with my family, attending Austin FC Soccer matches, and exploring all that Austin has to offer.

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