Managing Member, Wealth Advisor
Cary is a Founding Partner & Wealth Advisor of Warren Street Wealth Advisors. Cary graduated from San Diego State University with a Bachelors Degree in Finance, and before starting his career, Cary worked with his father and operated a construction company working exclusively for one of California’s largest contractors. Cary entered the wealth advisory business in 2007 working for a Fortune 100 company. Soon after, he made the decision to go independent and started Warren Street Wealth Advisors.
Cary’s passion is building personal relationships with his clients that mirror his financial plans, with the long-term in mind. Built upon his own retirement concerns he had working in a family owned construction company, Cary built Warren Street Wealth Advisors to help others solve the same frustrations and uncertainties he once had about retirement.
Retirement planning and investment management are Cary’s core competencies. Cary has a relentless effort in bringing these areas of study to the hard working employees in the electrical, petroleum, and construction industries.
When not working, Cary loves spending time with his beautiful wife Stephanie, and their two sons Grant and Reed. In their spare time, the Facers enjoy motorsports, boating, scuba diving, Crossfit, attending baseball games and traveling.
Founding Partner & Chief Investment Officer
Blake Street is a Founding Partner and Chief Investment Officer of Warren Street Wealth Advisors. Blake graduated from California State University, Fullerton in 2009 with a Bachelor of Arts in Finance, and he is a CERTIFIED FINANCIAL PLANNER™ (CFP™) and a Chartered Financial Analyst (CFA).
Blake began his career in Financial Services at La Pointe Wealth Management, LPL Financial, in 2008. For four years he operated in a multi-faceted role, developing expertise in comprehensive financial planning, investment management, as well as trading & research.
At Warren Street Wealth Advisors Blake leverages his professional and academic experience to equip the firm’s clients and their advisors with the tools necessary to secure financial futures. Blake believes a written financial plan and disciplined investment approach is central to a successful outcome.
Away from the office, Blake is an avid video gamer, Lakers enthusiast, volunteer, and traveler. Most importantly, he is married to his best friend and high school sweetheart, Maelesa.
Len started in the financial services industry in 1991. Prior to this, Len spent 10 years working for a large oil refinery in Los Angeles and that’s where his interest was sparked in the stock market.
While working at the refinery, Len began to manage his own 401k and started following the stock markets closely. Eventually, his co-workers learned of this and started coming to him for financial advice. Len became an advisor from 1991 to 2002 while also working at the refinery until he was forced with a tough decision from his broker/dealer. He had to quit working at the refinery or give up his practice. With two young kids he made a tough choice but continued working full time for the refinery.
Len continued to craft his skills and follow the markets offering education and guidance to his co-workers when it came to their 401k’s, pensions, and financial plans.
When his co-workers and friend began to retire, they did not want anyone else managing their money, so Len came back into the financial advisory world in 2011 by joining Warren Street Wealth Advisors.
Len enjoys the outdoors, hiking, working out, and spending time with his children Chelsey and Bryce, along with his wife Danya.
Senior Research Analyst, Wealth Advisor
Marcia leverages decades of industry experience and her advanced academic background into the Investment Committee process and ultimately how we construct and manage clients portfolios. Marcia’s deep knowledge of fixed income markets is a valuable asset to the firm.
Between 1984 and 2008, she filled a variety of roles at PIMCO from fund administrator and performance analyst to senior vice president and account manager, while simultaneously managing teams of 5 to 15 associates. From 2008 to 2011, Marcia launched and managed the AllianzGI Academy, an professional development program for the AllianzGI client-facing staff located in the U.S., Europe, and Asia-Pacific regions…
Marcia earned the prestigious Chartered Financial Analyst designation in 1999, and in 2001 was awarded a masters degree in business administration from the Anderson School of Management at UCLA.
She currently serves as the director of the Applied Fixed Income Securities Analysis Program at California State University, Fullerton. Prior to that, Marcia was the director of the Business Honors program and full-time lecturer in the Finance department at CSUF after a 27-year career with the investment firm PIMCO and its parent company Allianz Global Investors.
Joe Occhipinti graduated from Cal State Fullerton with a Bachelors Degree in Finance after finishing his college baseball career. Joe will look to take his financial expertise and help find solutions for clients in the various stages of their financial lives. Whether it be the beginning stages of accumulating wealth to executing a plan for those preparing for retirement.
Working with both individuals and small business owners, he believes that developing tax sensitive saving and investing strategies are crucial for those who are looking to secure their financial future.
Coming from a sports and competitive background, Joe specializes in professional sports, esports, and interactive media markets. Born and bred in Southern California, Mr. Occhipinti currently resides in Yorba Linda, and in his spare time, he enjoys the sport of powerlifting and experiencing new and different restaurants and beers.
Aileen Danley holds a bachelor’s degree in engineering from UCLA, a master’s in business administration from Pepperdine University and a personal financial planning designation from UCI. She is a CERTIFIED FINANCIAL PLANNER™ practitioner and currently serves on the board of the Financial Planning Association of Orange County.
She transitioned into financial services in 2007, gaining valuable experience working in various financial companies in Orange County including an alternative investment boutique, fee-only practices and wealth management firms.
Aileen loves reading, going to the theater, watching movies, hanging out with family and friends and volunteering. She lives in Huntington Beach with daughter Lindsay, son Quinn and two adorable cats Sokka and Katara.
Client Service Associate
Veronica Torres earned a Bachelor of Arts in Business Administration with an emphasis in Finance from California State University, Fullerton. She started her career in financial services at Bank of America where she worked for five years through college. At Bank of America, she went through multiple client service roles and focused on helping clients with their everyday financial lives.
At Warren Street Wealth Advisors, Veronica leverages her expertise in client services to help every client have a smooth and enjoyable experience as they go through each step of their financial planning process.
Outside of work Veronica enjoys spending time with family and friends, outdoor activities, and traveling to new states. She’s crossed 23 states off her list so far and is working on making it to the other 27.
Warren Street Wealth Advisors, LLC
17822 E 17th Street, Suite 208
Tustin, CA 92780
As a Registered Investment Advisor, Warren Street Wealth Advisors, LLC is required to file form ADV to report our business practices and conflicts of interest. Please call to request a copy at 714-876-6200.