Get to know Victor Campos, the newest Lead Advisor at Warren Street. Victor utilizes his extensive background as both a Certified Public Accountant (CPA) and Certified Financial Planner™ (CFP®) to deliver holistic financial strategies for our clients. Check out the full interview to discover how his background, values, and dual credentials make him a massive asset to your financial journey.
Meet Jennifer Horner, our new Operations & Compliance Associate at Warren Street. In this Q&A, learn about her crucial role in handling daily account transactions, keeping our firm secure, and how her core values of integrity and family align with our mission.
Meet Isaiah Knox, MBA, Warren Street’s Onboarding Coordinator! In this Q&A, learn how Isaiah ensures a seamless, supportive, and high-quality onboarding experience for new clients. Read about his client-first commitment and the role he plays within the team dedicated to your financial well-being at our firm.
Connor’s journey from picking up pickleball casually to reaching the top-tier ranks is one of hard work, passion, and community. We recently sat down with him for a quick Q&A to learn more about his journey, mindset, and what excites him most about his partnership with Warren Street.
After partnering on several fun pickleball events together, Warren Street is now the proud sponsor of pro pickleball player Connor Garnett! From VIP tournament access to chances to learn from a pro, this partnership opens the door to unforgettable client experiences.
At Warren Street, our Tustin pride runs deep! We’re always looking for ways to get involved in our community and had a blast at the Tustin Public Schools Foundation Dino Dash. Hear from firm leaders Cary Facer and Emily Balmages, CFP®, CRTP as they recap the experience.