We’re thrilled to welcome Kristiano Costeniero as our new Strategic Advisor at Warren Street Wealth Advisors! With his experience and passion for helping clients reach their financial goals, learn more about his journey and how he’ll be supporting our clients. Check out his full story in our latest Meet the Team blog!

We’re excited to introduce Paisley Mederios, our new Onboarding Coordinator, who is here to make your onboarding process smooth and seamless. Want to learn more about how she’ll be supporting you as you get started with us? Check out our latest blog to get to know Paisley and see how she plays a key role in helping our clients feel confident and welcomed from day one!

Wildfires have recently devastated Southern California, highlighting the importance of being prepared for disasters. In our latest blog, we share key steps to safeguard your financial well-being, from organizing important documents to ensuring you have the right insurance. Discover how proactive planning can help you recover faster in the face of unexpected events.

As we approach the end of 2024, it's the perfect time to reflect on the year's financial developments and look ahead to what 2025 may bring. From market fluctuations and interest rate shifts to the rise of AI, there’s much to consider. In our latest blog, we review key economic factors from 2024 and share insights on how these trends might shape the financial landscape in the coming year.

Big news! We’re excited to welcome Ernest Jones, CPA, to the Warren Street team as our new Director of Tax. With over a decade of experience, Ernest will help us provide more comprehensive and tax-efficient solutions for our clients.

Navigating the markets during election season can feel overwhelming, but staying informed and level-headed is key to protecting your financial future. Check out our latest blog where we share four essential tips to help you stay on track, even during times of political uncertainty. Read the full guide and feel free to share it with friends!

Equity compensation can boost your income and wealth, but it's crucial to manage it wisely. Understand the details of your package, from vesting schedules to tax implications. Avoid concentration risk by diversifying your investments. Read more on how we help maximize your wealth-building opportunities in the blog.

In our first installment, we explored avoiding credit card debt, the benefits of long-term investing, and retirement accounts like 401(k)s and IRAs; now, let's dive into three more essential investment concepts: diversification is key, avoid speculative behaviors, and invest according to your plan. Ready to start your investment journey? Reach out to set up a time, and let’s talk about meeting your financial goals!

Ready for a fun and stress-free summer trip? Here's a quick guide to budgeting for your vacation! Read more about it in the blog.

Turn market downturns into tax savings! Discover the financial magic of tax-loss harvesting — a smart strategy to offset capital gains and lower your tax bill — in our latest blog post.

Tax season is here, and we've got your back! Check out our latest blog for the ultimate guide on navigating the complexities of tax filing. From downloading your tax documents online to embracing e-filing and direct deposit, these top 5 tips will make your tax season a breeze.

Do you find yourself watching the clock more often than you used to? Has a loved one told you that you spent too much time at the office? These might be signs it’s time to sell your business. Learn how Warren Street can help in this new post.

Striving for financial success? Comparing your performance to “the market” might not be the best approach. Learn why — and how to avoid chasing trends — in our latest blog.