Founding Partner, Wealth Advisor
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 to solve the same frustrations and uncertainties he once had about finances.
Cary entered the wealth advisory business in 2007 working for a Fortune 100 company. 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 beautiful wife Stephanie and their two sons Grant and Reed. Cary also enjoys motorsports, being a “car guy”, hosting poker nights with friends, coaching his sons’ athletics, and taking road trips with the family.
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.
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 Ayco, a Goldman Sachs Company, 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.
Senior Research Analyst
Marcia leverages decades of investment experience and an advanced academic background in her role as senior research analyst and investment committee member for Warren Street Wealth Advisors.
Marcia began her investment career in 1984 with PIMCO, the international asset management firm based in Newport Beach, where she filled many roles from performance analyst to senior vice president and account manager. In 2008 Marcia transitioned to Director of the Allianz GI Academy, the professional development arm of PIMCO’s parent company Allianz Global Investors, before becoming a full-time faculty member at California State University, Fullerton in 2011.
Marcia earned the 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.
In her spare time, Marcia loves to sing choral music and is a member of several professional choirs in Southern California in addition to being the choir director for her church.
Director of Operations
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 and operational roles focused on helping clients with their everyday financial lives.
In addition to running everyday operations at Warren Street, Veronica leverages 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, Veronica enjoys spending time with family & friends, participating in charitable work, and advocating for women in finance through her personal blog.
Client Service Associate
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.
Regional Director – South Bay
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.
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.