Tag Archive for: Warren Street Wealth Advisors

Meet the Team: Kristiano Costeniero

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Our team just keeps growing! We’re excited to introduce you to another key addition to the Warren Street Wealth Advisors family. If you missed our last introduction, you can catch up here.

Today, we’re thrilled to introduce you to Kristiano Costeniero, our new Strategic Advisor. In this interview, you’ll get to know Kristiano and learn how his experience and commitment to personalized financial strategies will help guide you in achieving your financial goals. We’re confident that Kristiano’s dedication will be instrumental in providing exceptional service to our clients!

What inspired you to pursue a career in wealth management?

I fell into the career right out of college. I was finishing up a degree in International Business at Pepperdine, and a roommate of mine mentioned that his father had started an  Ayco (now Goldman Sachs Ayco) branch in California. This roommate thought I should seriously consider financial planning and that I would be a great fit for it. I applied, only to find out he hadn’t even told his dad I was applying! I ended up interviewing and getting the job, and almost 22 years later, the rest is history!

What do you enjoy most about working with clients?

How do you help clients navigate complex financial situations or life transitions?

Through any life transition, it’s important to have a counselor who will not only give good advice but also knows you and your family to guide you through the best decisions for you. No two situations are identical, but having an advisor who has worked through almost any issue you could imagine brings experience that no one person could have on their own. Besides technical knowledge, just being available and consistent is really the key to helping clients navigate their biggest and most nuanced questions.

What’s one piece of financial advice you believe everyone should follow?

My priority as an advisor is to make sure you are planning for YOU first. Children, relatives, friends, or anyone else you might consider as your financial beneficiaries almost always have the time and resources to make financial decisions on their own, even if you want to make them a priority in your life. I am here to make sure you take care of yourself first, so that you can then plan for your beneficiaries in a way that does not impact your ultimate financial goals.

How does Warren Street align with your personal values? 

When interviewing firms to transition my professional career, my first question to everyone was, “Is your firm a good fit for my clients?” Warren Street clearly leads with a “what’s best for the client first” mentality, which is important when working with people who count on your advice to be unbiased and in their best interest.

What excites you most about joining Warren Street?

The flexibility of the financial platform allows clients to implement strategies in their best interest rather than being limited by a captive firm. There are so many strategies that can be implemented in a myriad of ways that just aren’t available because some firms won’t allow them. I now have the ability to implement solely based on what is best for clients, without platform limitations.

Who or what motivates you? 

Having life experiences is my number one motivator. I absolutely love making memories with my family and kids, and I also love being able to help clients do the same.

What’s something clients might be surprised to learn about you? Provide 3 fun facts. 

  1. I have played music all my life, both trumpet and now mostly drums.
  2. I love all kinds of traveling, from overlanding/camping with my family to cross-country motorcycling with friends, and everything in between.
  3. The only sport I have continuously played, without a break since age 10, is ice hockey—despite growing up in the desert of Southern California!

We hope this interview gives you a deeper insight into how Kristiano will be guiding you on your financial journey. We’re thrilled to have him on board and can’t wait for you to benefit from his experience and commitment to your success!

Jennifer Battles

Director of Operations, 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.

Meet the Team: Paisley Mederios

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Welcome back to our “Meet the Team” series! We’re excited to introduce you to the newest member of our team, someone who will be instrumental in ensuring a seamless and stress-free experience as you come on board with us. If you missed our last introduction, you can catch up here.

Today, we’re thrilled to introduce you to Paisley Mederios, our new Onboarding Coordinator. Please enjoy this interview to get to know Paisley a little better and see how she will help guide you through every step of the onboarding process!

Can you share a little about your background and what led you to join Warren Street as the Onboarding Coordinator?

What part of the onboarding process do you think is most important for building long-lasting relationships with clients?

The onboarding process is the foundation of any strong client relationship. Just like building a house, it’s essential to lay a solid foundation from the start. While every relationship is unique and may have different needs, there are three key aspects that I believe are universally important: being reliable, providing reassurance, and maintaining transparency. These actions help build trust—the cornerstone of any long-lasting partnership.

What skills or experiences do you bring to this role that will help our clients have the best possible experience during onboarding?

I pride myself on being a problem-solver and an active listener, qualities that I believe are vital during the onboarding process. In my previous role at a wealth management firm, I worked directly with clients to address a variety of concerns, such as resolving issues and answering questions regarding their accounts.

How does Warren Street align with your personal values?

One of my biggest concerns when considering a career path was finding a company that prioritized people over profit. Warren Street’s commitment to putting clients’ best interests first is one of the main reasons I’m so excited to be here. In addition, accountability and transparency are values that have always been important to me, both personally and professionally. Whether it’s being a reliable friend or a trusted team member, I strive to create an environment where others feel supported. I look forward to bringing these same values to the clients I work with, especially when it comes to helping them feel more confident and in control of their financial futures.

What are you most excited about in your new role?

I’m truly excited to build meaningful relationships with our clients and to help guide them through the onboarding process with ease. One of my core goals is to make clients feel seen and heard from day one. There’s something so rewarding about helping people feel more confident and supported as they begin their journey with us.

Who or what motivates you?

My family has always motivated me to strive for excellence, whether it’s through leadership, hard work, or compassion for others. These values have shaped who I am today, and I carry them into my work. Just like my family, I aim to show up with passion and dedication every day, making sure our clients receive the best possible experience.

What’s something clients might be surprised to learn about you? Provide three fun facts.

  1. I stand at a tall 4’9″, but I have a personality that packs a punch! Growing up, my nickname was “spark plug.” I try to bring a lot of optimism and joy to those around me.
  2. My handwriting is in all caps. I never had neat or “girly” handwriting and found that writing in all caps was more legible, but also a representation of how I like to bring a different perspective to the table.
  3. I love a challenge, especially if it includes an adventure. I plan to hike the Grand Canyon Rim-to-Rim in October of this year.

We hope this interview gives you a closer look at how Paisley will be supporting you throughout your journey with us. We’re so excited to have her on the team and can’t wait for you to experience her dedication firsthand! Stay tuned for more team introductions coming soon.

Jennifer Battles

Director of Operations, 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.

Leading the Way: JB’s Journey to Director of Operations

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Since joining the Warren Street team in April 2023, Jennifer “JB” Battles has quickly proven herself as an invaluable asset to the team, leading with dedication, innovation, and a strong focus on operational excellence. Her journey to becoming our new Director of Operations has been nothing short of impressive, and we’re excited to see her continue making an impact in this role. For those who missed JB’s “Meet the Team” blog last year, be sure to check it out to learn more about her background and the strengths she brings to the team.

In this interview, we take a deep dive into JB’s vision for the future, her goals as Director of Operations, and how she plans to enhance the client experience. Get ready to be inspired by her leadership journey and her commitment to driving positive change for our clients and our team!

What are you most excited about in this new role? 

How has your experience so far prepared you for this new role? What key lessons have you learned along the way?

I bring experience from a wide range of businesses, all with one thing in common: people. They are at the heart of everything we do. The experience of satisfying clients and creating a work atmosphere conducive to growth has best prepared me for this new role. These simple truths have shaped me and continue to influence how I lead: treat others the way you’d like to be treated, leave people better than you found them, and always leave them with a smile.

As Director of Operations, what are your top priorities for the year?

Continue to cultivate a team atmosphere. Build a cross-functional team by providing members with opportunities to expand their reach. Optimize operational processes.

How do you see your role impacting the client experience, and what changes do you plan to implement to enhance it?

As Director of Operations, I have the opportunity to enhance our client experience by implementing changes that lead to seamless onboarding, efficient client service, and strengthened client retention. Our organization is growing, our team is growing, but our core values remain the same.

What does “clients’ best interest first” mean to you, and how do you ensure that mindset is reflected in operations?

Putting a client’s best interest first means stepping into their shoes, giving them the floor, and allowing them to be heard. Our clients deserve our very best, so we can meet their needs exactly where they are each time we serve them.

What advice would you give to others looking to grow in their careers and take on leadership roles?

Learn, listen, and lean in. When you have the opportunity to learn from others—take it. If someone with more experience is speaking—listen. When a project seems difficult or out of reach—lean in.

Please join us in congratulating JB on this well-deserved promotion, and we wish her the very best as she leads us into an even brighter future!

Jennifer La

Jennifer La

Director of Sales & Marketing, 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.

Meet the Team: Ernest Jones, CPA

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We are excited to introduce Ernest Jones, a seasoned CPA and Certified Fraud Examiner (CFE) with over a decade of experience in the accounting field. Ernest brings a wealth of knowledge and a personalized approach to serving small business owners, helping them navigate the intricacies of tax and business consulting. 

Please enjoy this interview to give you a deeper understanding of who Ernest is and how he serves you!

Can you share a bit about your professional background and what led you to specialize in tax?

I graduated from the University of Nevada Las Vegas with a Bachelor’s and later a Master’s in Accounting. My career began at a local CPA firm in Las Vegas, where I gained experience in various areas of accounting, from payroll tax filings to conducting financial statement audits. Over time, I found myself gravitating more towards income tax and business consulting, which sparked my interest in working directly with small business owners. This eventually led me to establish my own practice, where I help clients navigate the complexities of taxes and the administrative side of running their businesses.

What excites you about joining our team and working with our clients?

I’ve worked closely with the Warren Street team now for the better part of 7 years, so I feel like I already am part of the team, and we’ve already worked together on some mutual clients already. I’m looking forward to more fully integrating into the team and working to continue to get better results for clients.

What is your philosophy when it comes to creating tax strategies for clients?

Keeping it simple. No one likes paying tax, but I’ve found that doing the basics of tax planning are more fruitful—as opposed to falling down the rabbit hole of the latest social media post that promises tax savings through questionable strategies.

What are some of your key accomplishments in your career that you’re most proud of?

I have a handful of feather-in-the-cap stories where I was able to save taxpayers a few hundred thousand dollars in taxes. I even have a story where I got a taxpayer back a million dollars in overpaid taxes. I think every tax professional will have a few of those stories, and it is hokey to say this, but the most meaningful have been the client interactions where I’ve caught a taxpayer when they haven’t filed for a few years. The client didn’t think they would ever be able to get it resolved or addressed. Those clients are always the most appreciative, and the key thing I’ve learned from that is that any monumental task is best approached by breaking it down into steps and taking it one step at a time.

Who or what motivates you? 

My wife, Sandra.

What are three fun facts about you?

  1. I make craft cocktails. It was something I took up during the pandemic because I really missed getting a high quality drink. I’ve gotten to the point where I make my own clear ice.
  2. I’ve been a UNLV men’s basketball season ticket holder for the past 15 years.
  3. I’m born and raised in Las Vegas and still reside here.

We are thrilled to welcome Ernest to the team! His extensive background in accounting, passion for helping small business owners, and commitment to providing personalized service make him an invaluable addition to our firm. With Ernest on board, we look forward to continuing to offer our clients the outstanding support and care they deserve. Welcome, Ernest—we’re excited to have you with us!

Jennifer Battles

Director of Operations, 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.

Meet the Team: Len Hanson

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Welcome to another edition of our “Meet the Team” blog! Many of you may already know and trust Len Hanson, one of our standout team members. If you happened to miss our previous introduction, you can catch up by clicking here.

Len has been an integral part of our team since Warren Street’s inception, bringing over a decade of experience in helping clients navigate and prepare for retirement. His dedication and expertise have made a significant impact on the lives of hundreds of Chevron clients, ensuring they achieve their retirement goals with confidence and peace of mind. Today, let’s dive into what makes Len an invaluable part of our team and how he contributes to our mission of delivering exceptional service.

How did you get started in this business?

In your role as Regional Director – South Bay, how do you assist Warren Street’s clients?

As the Regional Director – South Bay, I assist Warren Street’s clients by guiding Chevron employees through the retirement process. I help them prepare for retirement by ensuring they have the proper accounts set up and providing personalized advice to secure their financial future.

How does Warren Street align with your personal values? 

Warren Street aligns with my personal values by prioritizing the client’s best interests above all else. Teaming up with Warren Street was the best way to ensure this principle is upheld, allowing me to focus on guiding clients effectively rather than managing accounts.

What do you love most about working at Warren Street?

What I love most about working at Warren Street is the ability to help a greater number of people. If I were working on my own, I could only assist a limited number of clients. However, being part of a team allows me to reach and support many more individuals in achieving their financial goals.

Who or what motivates you? 

I’m motivated by the opportunity to do what I love every day. My work doesn’t even feel like work. It’s rewarding to know that I’m doing exactly what I would choose to do on my own, but with the added benefit of making a positive impact on others’ lives. 

What are three fun facts about you?

1. I love pickleball. Check out some of our past pickleball events hosted by Warren Street!

2. I have a passion for numbers, puzzles, and the business of finance. While many people dislike handling money, I genuinely enjoy it.

3. I love traveling with my wife, Danya. We always have two vacations planned in advance to look forward to.

If you know someone or if you are someone who can benefit from Len’s extensive experience in retirement planning, please don’t hesitate to schedule time with him. Len is eager to help you or your loved ones achieve financial security and peace of mind. 

Veronica Cabral

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.

Meet the Team: Jennifer La

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Since our last “Meet the Team” series, we’ve welcomed two new members, Bryan Cassick and Jennifer “JB” Battles, to our Warren Street family. However, today we want to shine a spotlight on an existing team member who has recently been promoted. We had the pleasure of sitting down with Jennifer, who is now our Director of Sales & Marketing. Get to know more about Jennifer’s role, hobbies, and future goals. 

In your role as Director of Sales & Marketing, how do you assist Warren Street’s clients? 

I focus on client communication and strive to enhance the user experience, from your initial contact with us through your entire journey as a client. My responsibilities include managing email campaign communications, such as the quarterly newsletter you receive. Additionally, I plan and host events, including our annual client appreciation event, which is our way of thanking you for your support and loyalty.

How does Warren Street align with your personal values?

At Warren Street, we place a strong emphasis on passion. I strive to live my daily life engaged in activities that truly matter to me. I do not want to live a life that feels idle or mundane. My work is driven by genuine enthusiasm and purpose—I am here because I want to be, not because I have to be. This passion fuels my commitment to making a meaningful impact both in my role and in the lives of our clients.

What do you love most about working at Warren Street?

One of the things I appreciate most about Warren Street is the incredible flexibility, as our entire team operates remotely. Despite being spread out across the country, I feel very close to my team members, to the point where I consider them my family. We stay connected through regular activities, such as our monthly lunch club. Additionally, when we meet our annual sales goals, we celebrate with a special trip called “Path To,” where we enjoy our success together. 

What is your biggest accomplishment thus far?

My biggest accomplishment is stepping into the role of Director of Sales & Marketing. It comes with many responsibilities, but I am ready to grow in this position and serve you proudly.

Who or what motivates you?

My parents are my biggest motivation. They immigrated from Vietnam without knowing any English and with zero dollars in their pockets. Despite facing immense struggles and making countless sacrifices, they worked tirelessly to create a better future and provide a better life for my sister and me. Their dedication drives me to give back even a fraction of what they’ve given me.

What are your aspirations?

I absolutely love traveling, and my dream is to visit at least 100 countries in my lifetime. I’ve already explored various countries in Southeast Asia and recently visited Iceland in March 2024. Among all the places I’ve been to thus far, Japan has been my favorite. I highly recommend everyone to experience its unique culture and beauty firsthand someday!

What are three fun facts about you?

  1. I own over 100 plushies of Winnie the Pooh, my favorite character of all time. 
  2. I have visited 31 of the 50 states. 
  3. I have an Etsy shop with my cousin, where we sell hand-made amigurumi plushies. Follow us on Instagram @QTWorks!

Get to know our other team members, including Aileen Obedoza and Emily Balmages. Let’s congratulate Jennifer on her new role as Director of Sales & Marketing. 

Veronica Cabral

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.

Meet the Team: Bryan Cassick

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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!

Veronica Cabral

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.

Welcome Jennifer Battles, “JB”!

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Warren Street is growing! Meet our newest Client Service Associate, Jennifer Battles, who goes by “JB.” Located in Georgia, JB is thrilled to get to know our clients and help support their financial needs. 

Please enjoy this interview to give you a deeper understanding of who JB is and how she helps support you!

In your role as Client Service Associate, how do you assist Warren Street’s clients?

I take care of all their service needs, from the time they’re opening a new account, to cashiering, to trade requests. I handle any questions they have about their accounts or if they need to change anything. 

What impact do you hope to make at Warren Street?

This is hard — how do I put this in words? I always ask my kids what they want to bring to people, and I think what I would say is that I hope to bring peace and joy and hopefulness. I always want to be a help, whatever that looks like. 

How does Warren Street align with your personal values? 

I’ve always been passionate about people, which I know is also a core value of Warren Street’s. I’m a helper (Enneagram 2!) and already get the sense the Warren Street team is the same way.

Who or what motivates you? 

My 99-year-old grandmother. She had 11 kids, and she’s never faltered in anything she’s believed in. She’s originally from England and came over with my mom on the Queen Mary, just the neatest person. You could ask her anything, and she’ll tell you like she remembers it from yesterday. She’s very witty and even taught creative movement to preschoolers until age 93.

What do you enjoy doing outside of work?

I love to be outside with my daughters: Emily, who is married and 25, and Caroline, 19. We paddleboard, hike, you name it. Sometimes we bring along our golden doodle, Dudley, on walks, but a walk with him is really more of a run! I also love food — I don’t know how people can’t love good food.

What are three fun facts about you?

1) I call bingo at the assisted living place around the corner from my home. It’s a lot of fun!

2) I had a food truck — called Char-CUTE-erie — during Covid. The truck’s name was Rosemary; we basically converted a two-horse trailer into a food truck. 

3) I’m passionate about helping people feel noticed and important. For example, I’m close with my local Starbucks community and joke that I’ve adopted some of the employees. We’ll have Thanksgiving with them or celebrate with them when they move on to other jobs. My hope is that they feel noticed when they are with us!

We’re thrilled to have JB on the team and hope you’ll join us in extending her a warm welcome.

Want to get to know the rest of the Warren Street family? Check out the rest of our “Meet the Team” blog series. 

Veronica Cabral

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.

Meet Aileen Joy, our Client Service Associate

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While we typically use our “Meet the Team” series to introduce new Warren Street team members, we wanted to take a moment to recognize our all-star Client Service Associate, Aileen Joy. For more than four years, Aileen has worked tirelessly with clients, as well as behind the scenes. She is truly the glue that holds us together! 

Prior to Warren Street, Aileen worked as an Administrative Assistant at Ayco, a Goldman Sachs Company, for four years. In this role, she sharpened her skills in providing excellent customer service. She honed in her attention to detail and enjoyed building relationships with her colleagues and the clients she served.

Today, Aileen  brings her years of experience in client services, problem-solving abilities, and warm smile to the Warren Street Wealth team. We’re lucky to have her!

Please enjoy this interview to give you a deeper understanding of who Aileen is. 

In your role as Client Service Associate, how do you assist Warren Street’s clients?

I’m responsible for managing day-to-day tasks assigned to me by the team. These tasks range from preparing new account paperwork for new or existing clients, handling cashiering requests for clients, and connecting the advisors with clients, or vice versa, at any given time. I field incoming communication for the office and happily assist our clients in getting the answer they need or on the line with someone who can help. I also plan and run special events for the team and our clients, and I LOVE doing it.

How does Warren Street align with your personal values? 

Warren Street Wealth Advisors is a team that is dedicated to service. I am most happy when I can give a helping hand- assisting with onboarding and paperwork, sending notes of appreciation to clients and team members, or even just by being there to answer the phone when someone calls — I’m always happy to help.

Family has always been so important to me. I value the personal relationships that I have, which are built on trust and communication. These values are important to me and are very apparent day-to-day at Warren Street Wealth Advisors. Warren Street Wealth Advisors excels at providing amazing service to clients because we take the time to get to know our clients. We want to get to know you and help you, just like family!

What do you love most about working at Warren Street?

I have been so lucky to be a part of the amazing team here at Warren Street Wealth Advisors for almost four years now, and I can’t seem to say it enough: this team, by far, is the most brilliant bunch of individuals that I have ever been a part of. I thank my lucky stars each day that I was introduced to the Warren Street Family. We all share the goal to strive to provide the best service to our clients at all times and inspire each other to do so. 

What is your biggest accomplishment thus far?

I worked at a Summer Camp that served people with Special Needs. I spent a week with a camper who was the absolute sweetest! She had the sweetest smile and happened to be non-verbal. She was able to respond to yes and no questions and comments with slight head nods, blinks, and smiles. We spent every meal together for over a week. I was nervous at first but was able to figure out a way to communicate with her. I got to know her and even made her laugh! 

At the end of the week, I spoke with her family and filled them in on details of what happened at camp: our water fight, campout under the stars, and our camp dance. It was a heartwarming experience to get to know someone in that way; she still holds a very special place in my heart.

Who or what motivates you? 

My parents. They came to the US from the Philippines in 1974 (my mom) and 1981 (my dad). My mom saw an ad in a magazine when she was in high school and wanted to learn more about living abroad. She decided that day she would do everything she could to move to the US, and she came over to work as a Registered Nurse. Everything that they’ve accomplished together: replanting their roots in Sunny California, having a family, and successful careers is a great reminder to pursue my dreams and know that they are attainable with laser focus, hard work, and determination. 

What are three fun facts about you?

1) Landed a Cessna 152 as a student pilot at two different airports in Southern California. 

2) Favorite food: Japanese Cuisine.

3) Last concert attended: Cold War Kids in Feb 2020.

We are so lucky to have Aileen on our team. Please join us in thanking her for her continued service — and congratulating her on four years with the firm!

Veronica Cabral

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.

Meet the Team: Emily Balmages, CFP®

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Welcome to our current edition of “Meet the Team.” We sat down with Emily Balmages, Director of Financial Planning at Warren Street, to learn more about her role, hobbies, and goals for the future. Join us in getting to know Emily below!

In your role as Director of Financial Planning, how do you assist Warren Street’s clients?

In collaboration with the rest of the team, I help families organize their finances. We proactively work to help them find ways they can grow their assets and portfolios, while saving on taxes.

Most importantly, our team is here to make sure clients have a professional in their corner, looking after the big-picture of their financial lives. Our goal is to take financial management off their plates, so they can focus on doing things they enjoy — whether that’s traveling, running their own business, spending more time with loved ones, or enjoying the retirement that they have worked so hard to save for.  Clients can trust us to watch over the financial aspects of their lives. Most of my clients have spent the bulk of their lives working hard to get to the point where they can retire – I want to help them enjoy it! 

On a personal level, as director, it’s my job to make sure we consistently deliver a high-quality experience to clients. That means keeping our team educated on industry happenings and tax law changes; managing our network of professional partners (CPAs, attorneys, and insurance agents); and researching emerging technology solutions.

How does Warren Street align with your personal values?

The top core value at Warren Street is putting our clients’ best interests first. This aligns perfectly with my personal value of “Do the right thing, no matter what,” even if it’s hard, even if it’s scary. I try to live by that rule in my personal life — and that commitment extends seamlessly into my professional life at Warren Street, where we are all Fiduciaries committed to acting in our clients’ best interests.

Another personal value of mine that I share with Warren Street is how family-oriented our group is. We are all 100% committed to our work but also 100% committed to our families, and that’s something I value a lot. Every leader here wants each person to succeed in their job, while still having a strong family life. 

What do you love most about working at Warren Street?

For one, I love my clients!  Often our relationships extend beyond financial conversations and we get to become close friends.  I also love that I get to work with the incredible Warren Street team — truly hardworking, thoughtful, generous people.  

Who or what motivates you?

I was raised by wonderful parents. They were always so dependable, generous, and considerate of the people around them. I am very inspired to reach that same level in both a personal and professional capacity.

I’m also passionate about financial literacy: simplifying financial advice to help families and individuals understand financial topics. It’s my goal to help people feel confident about their financial situations and the decisions they’re making — especially when going through life transitions such as a retirement, birth, marriage, divorce, or death. Those events can be a shock to our lives and a shock to our financial goals.  Knowing I can help people weather those storms is incredibly motivating. 

What are three fun facts about you?

  1. I can juggle. My dad taught me when I was very young. It’s a rite of passage in my family that the kids learn to juggle at a young age!
  2. We go to the UC Berkeley family camp in the Sierras — Lair of the Golden Bear — every year. I’ve attended since my childhood and I enjoy  continuing the tradition with my family.
  3. My 19-year-old daughter and I became weightlifting partners during the pandemic, and we love it! We go three days a week and have a lot of fun with it. 

What are your aspirations?

Professionally, I aspire to carry on Cary and Blake’s momentum with the firm, continuing to scale and grow Warren Street while still providing client-focused service, based on relationships.

Personally, my husband and I are on a mission to try every brewery in Orange County (recommendations welcome). 🙂

Have questions about your finances? Emily will be happy to meet with you and address any questions you may have. Click here to schedule a complimentary consultation with her. 

Veronica Torres

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.