Cary is a Founding Partner and Wealth Advisor at Warren Street Wealth Advisors. Cary graduated from San Diego State University with a Bachelor’s Degree in Finance.
Having had his own retirement concerns working in a family-owned construction company, Cary formed Warren Street Wealth Advisors to solve the same frustrations and uncertainties he once had about finances.
Cary entered the wealth advisory business in 2007 with Mass Mutual. Soon after, though, he made the decision to break away to start what is now Warren Street Wealth Advisors.
Cary loves spending time with his two sons Grant and Reed, coaching their youth sports, camping, riding bikes, and traveling. Cary also enjoys auto racing, being a “car guy”, hosting events with friends, and taking road trips. Cary is the Founder and President of Moustaches for Kids, an organization that hosts moustache-growing contests to raise money for children’s charities in Orange County. Since founding Moustaches for Kids in 2018, Cary has helped the chapter raise over $362,000 in charitable donations.
Emily is the Director of Financial Planning for Warren Street Wealth Advisors. Her core focus is working directly with clients. She also oversees training and education for the Wealth Advisors at Warren Street.
Prior to joining Warren Street, Emily spent seven years as a Wealth Planner for Tarbox Family Office in Newport Beach. Emily has extensive experience counseling clients on all stages of the financial planning and wealth management process, with specializations in tax planning and multi-generational planning.
Earlier in her career, Emily worked as a client service manager and tax preparer for a fee-only wealth management firm in the San Francisco Bay Area serving high net worth individuals. Emily’s work experience is complemented by her insight into the often complex behavioral aspects of family finances.
Emily attained her CERTIFIED FINANCIAL PLANNER™ designation in 2015, and is a CTEC (California Tax Education Council) Registered Tax Preparer. She earned a Bachelor’s degree in English from the University of California, Berkeley.
When not working Emily loves spending time with her three kids, reading, running, and hiking.
Justin joined Warren Street Wealth as a Wealth Advisor in April of 2018. He has a degree in Finance and Economics from the University of Albany in New York and is a CERTIFIED FINANCIAL PLANNER™.
Prior to joining Warren Street, Justin worked for 5 years as a financial planner at Goldman Sachs, advising a variety of clients in matters including: cash flow & retirement, investments, employee benefits, health care, insurance, and tax & estate planning. Joining Warren Street Wealth Advisors, he hopes to strengthen his relationship with the community and make more of an impact with his clients.
In his spare time, Justin enjoys taking weekend road trips, trying the area’s latest restaurant, and relaxing with his family and friends. Having grown up on the East Coast, Justin enjoys taking scenic drives and exploring new areas of the West Coast, photographing his journey along the way. Justin is always looking for a new adventure and enjoys going on hikes with friends; he considers hiking Angel’s Landing in Zion National Park as one of the most exciting hikes he has ever accomplished.
Kirsten holds a B.S. in Family Studies from Brigham Young University and a M.S. in Personal Financial Planning from Kansas State University. She also holds a graduate certificate in Financial Therapy from Kansas State University and is a CERTIFIED FINANCIAL PLANNER™. As a graduate student she sat on the board of directors for the Financial Therapy Association.
Prior to joining Warren Street, Kirsten spent four years with Capital Financial Group in Nashville, TN. She worked there in client services and as a financial planning analyst, where her focus was writing comprehensive financial plans tailored to clients’ individual needs and goals.
At Warren Street Kirsten hopes to work closely with clients to determine what role finances play in achieving their goals and living an abundant life.
Outside of work Kirsten enjoys reading, playing piano, cooking and eating, and spending time with her husband and their dog, Bonnie.
Veronica 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 and operational roles focused on helping clients with their everyday financial lives.
At Warren Street Veronica helps in running everyday operations along with leveraging her expertise in client service to help every client have a smooth and enjoyable experience as they go through their financial planning process.
Outside of work, you can find Veronica cooking a new recipe, reading a good book, advocating for women in finance through her personal blog, and most importantly spending time with her husband and family.
Aileen studied Human Development at California State University, Long Beach. An altruist at heart she has always been interested in making the most of all of the connections that she makes with people in her life.
She began her career at a non-profit organization where she supervised an after-school program serving children with developmental and physical disabilities for 9 years.
Aileen then made the move to the financial sector and worked at Ayco, A Goldman Sachs Company as an Administrative Assistant for 4 years. In this role, she sharpened her skills in providing a high level of customer service. Here, she was able to provide quality customer service with attention to detail and enjoyed relationship building with her colleagues and the clients she served.
In 2014 she was awarded an aviation scholarship for her ground school work in aviation at Orange Coast College and has logged 20+ hours of flight time.
Outside of work, she enjoys spending time with her family and friends. She also enjoys volunteering and will take every opportunity she gets to dance in the rain.
As a Client Service Associate, Aileen is able to bring her years of experience in excellent client service and her ability to solve a problem with a smile to the Warren Street Wealth team.
Jessica is currently studying Business Administration with an emphasis in Finance coupled with a Certificate in Personal Financial Planning at California State University, Fullerton (CSUF). During her academia, she served as a Board Member of the CSUF Finance Association and interned as a financial literacy mentor for grade school students.
Prior to joining Warren Street, Jessica worked as a Client Service Associate at Wells Fargo Advisors. In this role, she touched nearly every aspect of client service in wealth management while simultaneously delivering exceptional customer service. She has a heart for service and enjoys building lasting relationships with our clients and colleagues.
Outside of work, she enjoys spending time with friends and family, cooking, volunteering, and hosting game nights.
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.
Jennifer graduated with Summa Cum Laude from California State University, Fullerton, with a Bachelor of Arts in Business Administration, concentrating in Marketing and Information Systems and a minor in Advertising. During her academia, she was a President’s Scholar and served as the Website Executive Director for the Business Honors Program for two consecutive years. She began her career in the financial services industry, serving multiple roles under marketing for a securities licensing prep company throughout her four years of college.
At Warren Street, Jennifer hopes to use her passion for UI/UX to improve the customer experience for Warren Street clients, so they can have a better understanding when reviewing their finances.
Outside of work, she enjoys spending time with family, eating at new “foodie” restaurants, and watching dramas.
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 financial planning and a disciplined investment approach drive successful outcomes.
Away from the office, Blake is an avid Pickleballer, washed up gamer, Lakers fanatic, volunteer, and traveler. Most importantly, he is married to his best friend and high school sweetheart, Maelesa. Together, they are raising their beautiful children Reece (2019) and Rowan (2021) and Dad is his favorite title of all.