About Blake Street
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.
Entries by Blake Street
Suitability vs. Best InterestJune 6, 2017 in Education, Financial Planning, Investing /by Blake Street
9 Year End Tax Tips for InvestorsDecember 21, 2016 in Education, Taxes /by Blake Street
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. Consider us The Grinch for even bringing this up, however, the timing is important. As the years draws to a close it is important that […]
This Too Shall PassNovember 9, 2016 in Education /by Blake Street
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 America. Last I checked, the S&P 500 futures were trading lower by about 4%. My phone has been lighting up since about 6:00 p.m., but […]
Marketing the Safety Out of ItAugust 24, 2016 in Education, General, Investing /by Blake Street
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 a representation of the 500 largest publicly traded stocks in the United States, and only invest in the 10% of companies with the lowest standard […]
Brexit, Bremain, Blah, Blah, Blah…June 23, 2016 in Education, General /by Blake Street
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 London, aka, “The City” and the U.K. at large enter their own final referendum homestand on whether to leave or remain in the European Union. […]
Fed Raises Questions, not Rates.September 18, 2015 in Basic, General, Investing /by Blake Street
Steady NowAugust 25, 2015 in Investing /by Blake Street
Common Deductions Taxpayers OverlookFebruary 25, 2015 in Taxes /by Blake Street
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 to, but as a result of oversight, they miss some great chances for federal income tax deductions. While the IRS has occasionally fixed taxpayer […]
2015 IRA Deadlines Are ApproachingFebruary 25, 2015 in Taxes /by Blake Street
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 important IRA deadlines. *April 1 is the absolute deadline to take your first Required Mandatory Distribution (RMD) from your traditional IRA(s). *April 15 is […]
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.