It’s Open Enrollment Season: Here’s How to Optimize Your Benefits
It’s Open Enrollment Season! Check out these planning tips from Lead Advisor Bryan Cassick, MBA, CFP® to make sure you’re getting the most out of your benefits.
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 looks forward to 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 he’s not traveling, you can find Bryan entertaining his friends and family by singing and strumming away on his ukulele or bass.
It’s Open Enrollment Season! Check out these planning tips from Lead Advisor Bryan Cassick, MBA, CFP® to make sure you’re getting the most out of your benefits.
Probate — the court process to determine who gets an inheritance — can be costly, time consuming, and stressful. Use these three tips to shore up your assets now, so your loved ones don’t have to deal with probate in the future.
Last week, the Supreme Court voted against the White House Administration’s plan to eliminate up to $20,000 of Federal student loans per borrower. Given this news, Warren Street financial advisor @ Bryan Cassick has put together five tips for borrowers on repaying student loans. Let us know which resonate with you!
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.