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Emily Balmages, CFP®

About 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.

Entries by Emily Balmages, CFP®

Estate Planning: A Checklist of Essentials

August 24, 2021/in Basic, Financial Planning, General/by Emily Balmages, CFP®

As school starts again and we are getting back to our routines, this may also be a good time to review the following list of estate planning essentials. This is a good checklist to scroll through at least once a year and upon any significant life changes.

Recovery Rebate Stimulus Payment

March 16, 2021/in Basic, Education, General, Taxes/by Emily Balmages, CFP®

The American Rescue Plan Act of 2021 is now a done deal. Among the items of greatest interest to most Americans is a third round of stimulus checks—or IRS “recovery rebates”—of up to $1,400 for every “eligible individual.”

PPP Reboot – More Small Business Relief

January 26, 2021/in Basic, Education, Financial Planning, General/by Emily Balmages, CFP®

Last week, the SBA reopened the Paycheck Protection Program (PPP) and will begin accepting applications for “Second Draw” forgivable PPP loans. Here is a summary of the eligibility rules for Second Draw loans.

Year-End Planning Checklist

December 16, 2020/in Basic, Education, Financial Planning, General, Taxes/by Emily Balmages, CFP®

2020 has been a strange year for all of us, and although some financial planning deadlines have been modified due to the CARES Act, most 12/31 deadlines remain in place. Below are items we are considering as we wrap up the year with our clients.

PPP Flex Act

June 8, 2020/in Education, Financial Planning, Taxes/by Emily Balmages, CFP®

There was some good news for our small business owners as the Paycheck Protection Program Flexibility Act of 2020 was signed into law today (aka PPP Flex Act).  The PPP Flex Act amends certain provisions of the CARES Act relating to PPP loans.  You can view the full text here:  Text – H.R.7010 – 116th […]

Update: Relief Is On The Way: A CARES Act Overview

May 1, 2020/in Education, Financial Planning, Retirement, Taxes/by Emily Balmages, CFP®

This is a follow up to our first piece https://warrenstreetwealth.com/relief-is-on-the-way-a-cares-act-overview/ so if you have not yet read this first blog, please do so as this is a follow up to it. With frequent updates from Washington and elsewhere regarding the policy response to COVID-19, we will continue to provide you with summary updates.  Please reach […]

Relief Is On The Way: A CARES Act Overview

April 6, 2020/in Education, Financial Planning, Retirement, Taxes/by Emily Balmages, CFP®

Last Friday, in response to the COVID-19 pandemic, President Trump signed into law The CARES Act, a $2 trillion economic stimulus bill. This bill, which appears to be the largest ever of its kind, will be studied and analyzed for months to come.  Every Warren Street client will be impacted in some way.  Accordingly, we […]

You, Your Retirement, and the SECURE Act

January 9, 2020/in Education, Financial Planning, Retirement, Taxes/by Emily Balmages, CFP®
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