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Recent Posts

Let’s Give a Warm Welcome to Jessica Walker for Joining the Warren Street Team!December 28, 2021 - 8:00 am
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.
Six Financial Best Practices for Year-End 2021December 16, 2021 - 8:30 am
Believe it or not, another year has rounded third base, and is dashing toward home plate. That said, there’s still time to make a few good plays in 2021, while positioning yourself to score more in the year ahead. Here are six financial best practices for the record books.
Charitable GivingDecember 1, 2021 - 8:00 am
The end of the year is quickly approaching, which may prompt a review of any final tax planning strategies to employ before December 31. The fall and winter holiday season also turns our minds to gratitude and giving. Perhaps surprisingly, these year-end considerations are not mutually exclusive.
Could I Retire Early from Chevron?November 29, 2021 - 9:00 am
As a financial planner whose client base is largely made up of Chevron employees and retirees, I can’t tell you how many times I’ve gotten questions about early retirement in the last year. It seems people are enjoying the freedom of working remotely and are interested in at least exploring — if not executing on — their early retirement options.

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