9 Year End Tax Tips for Investors
Blake Street Chartered Financial Analyst Certified Financial Planner® Founding Partner & CIO Warren Street Wealth Advisors I know, I know, you’d rather be thinking about the holidays than taxes. […]
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. Together, they are raising their beautiful daughter Reece who they welcomed to the world in 2019.
Blake Street Chartered Financial Analyst Certified Financial Planner® Founding Partner & CIO Warren Street Wealth Advisors I know, I know, you’d rather be thinking about the holidays than taxes. […]
This too shall pass… It’s 10:38 p.m. on November 8th, 2016 and it appears global stock markets don’t like our pick for the 45th President of the United States of […]
A growing theme in investing is to target and invest only in the least volatile stocks in the market. One simple example of this is take the S&P500, which is […]
Last week we watched our version of “The City” lose in Game 7 of the NBA Finals, after blowing a 3-1 lead in the series. This week we watch as […]
Make sure you give them a look as you prepare your 1040. Provided by: Warren Street Wealth Advisors Every year, taxpayers leave money on the table. They don’t mean […]
Here is what you need to know. Provided by: Warren Street Wealth Advisors Financially, many of us associate April with taxes – but we should also associate April with […]
Seven aspects of your financial life to review as the year draws to a close. Provided by: Warren Street Wealth Advisors The end of a year makes us […]
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.