Warren Street Wealth Advisors just keeps growing! Last month, we used this space to make virtual introductions to our team members and the role they play in serving you. As the team continues to grow and reach new heights, we want to introduce you to another new member – Jessica Walker, Client Service Associate.
About Veronica Cabral
Director of Operations
Veronica earned a Bachelor of Arts in Business Administration with an emphasis in Finance from California State University, Fullerton. She started her career in financial services at Bank of America where she worked for five years through college. At Bank of America, she went through multiple client service and operational roles focused on helping clients with their everyday financial lives.
At Warren Street Veronica helps in running everyday operations along with leveraging her expertise in client service to help every client have a smooth and enjoyable experience as they go through their financial planning process.
Outside of work, you can find Veronica cooking a new recipe, reading a good book, advocating for women in finance through her personal blog, and most importantly spending time with her husband and family.
Entries by Veronica Cabral
Warren Street Wealth Advisors welcomes a new face to our continually growing team. In the coming months, we will be using this space to make virtual introductions to our team members and the role they play in serving you. We first want to introduce you to the newest member of our team, Kirsten C. Cadden, CFP®, Associate Advisor.
If you’ve struggled with credit, it can be tempting to look for a quick fix or fall victim to a scam that will end up making you spend more money. You can work on repairing your credit yourself, and you should.
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Form 5498 – What is it? If you have an IRA open, then you might have received a form in the mail. This is Form 5498, and it summarizes the […]
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.