The Warren Street team is growing! Please join us in welcoming Bryan Cassick, our newest Lead Advisor based in Albany, New York. Get to know him in this “Meet the Team” blog — you may also learn a fun fact or two!
About Veronica Cabral
Director of Operations & Chief Compliance Officer
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
Have you met JB, Warren Street’s newest face? Hailing from Georgia, JB is a passionate, caring Client Service Associate, and she’s excited to help support your financial needs. Get to know JB in our latest blog!
We recently celebrated four years with Aileen! As our Client Service Associate, Aileen is responsible for cashiering, client communications, event planning, and more. Get to know Aileen here!
In a world full of uncertainty, your Warren Street advisors are here for you. Get to know our advisors’ fearless leader, Emily Balmages, CFP®, CRTP, here — and learn how she cares for clients as our Director of Financial Planning.
Get to know Cary Facer, one of our founding partners, in our most recent blog post! Any guesses on how fast he can run a mile?
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.
Key Takeaways The rally in U.S. stocks slowed in March but still posted the best 1st quarter in recent memory at 13.65%, though stock markets remain volatile as investors seem to overreact to fears of the Fed increasing interest rates too much or not increasing rates at all A slightly better-than-expected jobs report for March […]
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 type of IRA that you have (traditional, Roth, SEP, or SIMPLE) and the total annual contributions made to the account for the previous tax year. […]
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.