You may have noticed there’s a fresh face around Warren Street — our newest Lead Advisor, Bryan Cassick! Bryan is based in Albany, New York but serves clients around the country.
We’re thrilled to introduce Bryan and hope this interview gives you a chance to get to know him. Please join us in extending a warm welcome!
Q: In your role as Lead Advisor, how do you assist Warren Street’s clients?
A: I assist people with their financial plan for life. I’m focused on helping clients with the decisions they have to make and how I can support them. Then, I partner with them in tackling those big financial decisions together.
Q: What impact do you hope to make at Warren Street?
A: I hope to have a lasting partnership with all my clients. I want to be more than just a financial advisor; I want to be a partner who helps individuals not only with their finances but also with the feel-good aspects. Whether it’s planning for retirement or buying a new car, I want to assist them in all aspects of their personal and family planning. I strive to be the partner who helps them navigate these decisions and create a solid plan.
Q: How does Warren Street align with your personal values?
A: That’s one of the reasons why I’m here — I need to be a part of something I believe in. My personal values revolve around treating others as I would want to be treated myself. Warren Street stands on the principle of being a fiduciary, which means always prioritizing the best interests of clients. It’s something I easily believe in and align with.
Q: Who or what motivates you?
A: This one is a little emotional to think about, but my family motivates me. Whether it’s my wife waking up for 5 a.m. gym classes or my brother running a 50-mile race for his “enjoyment,” I am fortunate to be surrounded by highly driven individuals, and their drive rubs off on me. While I may not participate in a 50-mile race or early morning gym classes, I aim to contribute to this successful atmosphere by supporting my family, whether it’s doing the lawn or other household chores. If I can help motivate my clients like my family motivates me, we’re looking at a bright future.
Q: What do you enjoy doing outside of work?
A: I love having fun and relaxing with friends and family. Most Thursday nights, you’ll find me jamming in the basement with my friends (I play the ukulele and bass and sing). In fact, we were having a jam sesh the morning of my wedding — up until I realized it was time to get ready, 10 minutes before the photographer came! When I’m not jamming with the guys, I’m likely vacationing with my wife and daughter. I love having fun outside of work, but in the time I’ve spent so far with the Warren Street team, I have a feeling I’ll be having a lot of fun at work, too!
Q: What are three fun facts about you?
A: First, I was born and raised in Upstate New York, specifically the Capital District. Albany and the surrounding area have been my home my whole life, so I guess you can call me a townie! I’ve stayed right where my family is and even went to school here at UAlbany, the University of Albany.
Second, I love the National Parks of America. A year ago, my wife and I hiked to the top of Yosemite Falls in California, which happens to be the highest waterfall in North America.
Third, my favorite movie is Forrest Gump. It’s Americana at its finest, tells some history of the country, and is a fun, feel-good movie.
Q: Anything else to add?
A: I care deeply about my clients. Whether it’s managing their investments or assisting with various aspects of their financial plan, such as double-checking their insurance or estate planning, I want to ensure they feel secure and worry-free about their finances. I want them to know that “Bryan’s got their back” and that they can trust me to put together a solid plan for them.
We’re always growing the team here at Warren Street, and our Meet the Team series gives us a chance to introduce our people publicly. If you missed the last Meet the Team post, click here to get to know JB, our rockstar Client Service Associate!
Director of Operations & Chief Compliance Officer, Warren Street Wealth Advisors
Investment Advisor Representative, Warren Street Wealth Advisors, LLC., a Registered Investment Advisor
The information presented here represents opinions and is not meant as personal or actionable advice to any individual, corporation, or other entity. Any investments discussed carry unique risks and should be carefully considered and reviewed by you and your financial professional. Nothing in this document is a solicitation to buy or sell any securities, or an attempt to furnish personal investment advice. Warren Street Wealth Advisors may own securities referenced in this document. Due to the static nature of content, securities held may change over time and current trades may be contrary to outdated publications. Form ADV available upon request 714-876-6200.