Bryan Cassick, MBA, CFP®

Lead Advisor

Bryan joined Warren Street Wealth Advisors as a Lead Advisor in June of 2023. He holds both a Bachelor's and Master’s of Business Administration in Finance from the University of Albany in New York, and he is a CERTIFIED FINANCIAL PLANNER™. 

Prior to joining Warren Street, Bryan spent nine years as a financial planner at Goldman Sachs. During his time at the firm, Bryan advised clients on cash flow, retirement planning, investments, employee benefits, health care, insurance, and tax and estate planning. Later, he transitioned to another department where he specialized in helping individuals that recently lost a loved one by educating them on probate and estate settlement, Social Security, and employee benefits. Bryan enjoys sharing his planning knowledge with his clients here at Warren Street. 

Outside of work, Bryan enjoys being a busy dad and husband. He loves spending time with his daughter and wife and cherishes those moments. Recently, Bryan and his wife started a family tradition of visiting America’s beautiful National Parks — so far, they have 15 under their belts. When it comes to mental and physical health, Bryan finds that connecting with others and having a good daily routine is what makes him feel good. Don’t be surprised to find Bryan entertaining his friends and family by singing and strumming away on his ukulele or bass. 

Jennifer Battles

Client Service Associate

Jennifer’s passion is people and their futures. Serving and guiding clients through the necessary steps to prepare for financial stability and confidence is of the utmost importance to her. She joyfully maintains our client relationships with excellence and passionate care.

Jennifer holds more than 20 years of customer care experience professionally supporting and managing routine daily financial tasks. She excels in structuring, growing, and caring for small business entities and confidently brings that same excellence to our clients, providing a personalized, high-touch service experience. Having spent most of her career in business management, with a sharp focus on small business customer care, she knows the importance of recognizing the details and executing them. She joyfully brings that care and management knowledge to each of our client relationships.

Outside of work, she enjoys spending time with her family and friends. She loves “calling bingo” at the local assisted living, and when she’s not enjoying an outdoor sport, you’ll find her with neighbors and friends pouring themselves into a strategic board game. Her mental health game changers are outdoor biking and morning sunshine.

As a Client Service Associate, Jennifer brings a joyful kindness to the care and support she provides. She lives by the philosophy that we have the choice to leave people better than we found them – so choose to be someone’s smile, not their frown.

Blake Street, CFA, CFP®

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, which encompassed comprehensive financial planning, investment management, trading, and 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. His mental health game changer is to connect with friends and compete, especially on the pickleball courts (though he will take part in pretty much anything). 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.

Jennifer La

Director of Sales & Marketing

Jennifer graduated Summa Cum Laude from California State University, Fullerton, with a Bachelor of Arts in Business Administration, concentrating in Marketing and Information Systems with a minor in Advertising. During her academic years, Jennifer was a President’s Scholar and served as the Website Executive Director for the Business Honors Program. She began her career in the financial services industry while still in college, serving multiple roles under marketing for a securities licensing prep company.

At Warren Street, Jennifer taps into her passion for UI/UX to improve the customer experience for Warren Street clients, so they can have a better understanding of their finances. 

Outside of work, Jennifer enjoys spending time with family, eating at new “foodie” restaurants, and watching dramas. Her mental health game changer is to go to the gym four times a week and swim at least once a week. Jennifer encourages everyone to bring along a gym buddy to their workouts for accountability in reaching health goals. 

Len Hanson

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, where he developed an interest in the stock market.

While working at the refinery, Len began to manage his own 401(k) 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 401(k)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 by joining Warren Street Wealth Advisors.

In his spare time, Len enjoys the outdoors, hiking, working out, and spending time with his children, Chelsey and Bryce, and wife, Danya. His mental health game changer is playing pickleball, and you can find him on the courts any chance he gets.

Aileen Joy Obedoza

Senior 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 nine years.

Aileen then made the move to the financial sector and worked at Ayco, a Goldman Sachs Company as an Administrative Assistant for four 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. Basking in the sun and taking morning or after dinner walks with her family continue to keep her healthy and happy. 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.

Veronica Cabral

Director of Operations & Chief Compliance Officer

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 held multiple client service and operational roles focused on helping clients with their everyday financial lives.

At Warren Street, Veronica runs everyday operations. She leverages her experience in customer service to ensure every client feels informed and cared for throughout the 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. Veronica’s mental health game changer is having routines to help keep her days organized and making sure she schedules time to do things like work out and take care of herself. 

Justin D. Rucci, CFP®

Lead Advisor

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 five 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 and estate planning. 

In his spare time, Justin enjoys taking weekend trips, trying his neighborhood’s latest restaurants, and relaxing with his family and friends. 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. Health and wellness is important to him, as he tries to maintain an active schedule of frequent activity. Going for a walk outside is one of Justin’s favorite activities for both physical and mental health.

Emily Balmages, CFP®

Director of Financial Planning

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 Wealth Advisors.

Prior to joining Warren Street, Emily served as a Wealth Planner for a 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. 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. Emily and her 20-year-old daughter are weightlifting partners, and they have a lot of fun being workout buddies and keeping each other accountable.

Cary Warren Facer

Partner Emeritus

Cary is Co-Founder and Partner Emeritus of Warren Street Wealth Advisors and moved into a consultancy role in the Spring of 2024. He 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 $650,000 in charitable donations.

Cary’s mental health game changer is a competitive workout at his local gym, Hit The Mark Fitness, which puts on Deca/Spartan style competitions. Cary says an intense workout in the morning is a great way to keep a clear mind and is his mental factory reset.