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.

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.

Ever wonder where the “Warren” in “Warren Street” came from? It’s actually the middle name of Founding Partner Cary Facer (“Street” is the last name of Blake, our other founding partner). 

Cary has long been a face of the firm, but there’s much more to him than his “Founding Partner and Wealth Advisor” title alone. Get to know Cary as we discuss everything from motivations to challenges in the interview below! And be sure to check out our other team member introductions.

Why did you decide to start Warren Street?

I started Warren Street Wealth Advisors out of frustration. After three years at a large financial firm, I realized how heavily these firms push their own products on clients, creating a major conflict of interest. I went independent so I could have the creative control needed to find financial solutions that truly helped my clients.

How does Warren Street align with your personal values? 

Open, honest, transparent. Nothing to hide. I’ve always lived my life that way, and I strive to foster that environment every day at Warren Street. Clients should be able to share openly and honestly what’s on their hearts and minds, so we can all build a culture of trust in the work we do together.

What makes Warren Street unique?

Being independent not only allows us to do what we truly believe is in clients’ best interest, but it also allows creative flexibility. We do much more than investing and financial planning for our clients. We host March Market Madness, we send our clients a pound of See’s chocolates every holiday, and we just introduced Warren the Whale, our mascot! Whales are a symbol of transformation, reminding clients they have the power to transform their lives in extraordinary ways. Plus, he makes for a good stress ball to squeeze in difficult moments. 

What do you love most about working at Warren Street?

I love seeing our team thrive. There’s not a better feeling than hearing that a team member’s success at work has impacted their personal life for the better.

What is your biggest accomplishment thus far?

I’d have to say starting Warren Street with Blake and finding success in a quick six years. It hasn’t all been roses, but it’s been real. Having a successful business partner is no different than having a successful marriage. It takes commitment, honesty, and a willingness to say difficult things. If you look at how successful our team is, it’s a sign as to the passion and trust we place in each other, and in them.

Who or what motivates you? 

My two kids. I have two boys, ages 9 and 8, and all I try to do is be a good role model for them and their peers. I coach just about anything I can for two reasons: (1) to spend quality time with them and (2) to help and mentor other kids who are struggling in life or need a healthy outlet. 

I also love motorsports and have gotten back into racing competitively. Everyone thinks they’re a good driver until they race. When I started… I was a terrible driver and made all kinds of mistakes. The weird part was, I enjoyed being terrible at it. It’s so humbling. At 40, I could easily stick to things I’m great at, but I enjoy grinding my way up through extremely difficult challenges. It’s one of the most difficult things I’ve ever done and I’m always motivated to be better. 

What are three fun facts about you?

1. I started racing BMX when I was five years old. 
2. Having been born into a vegetarian family, I didn’t eat meat for 39 years. I recently started eating meat and let me say, I’m busy making up for it. 
3. I recently realized I can still run a five-minute mile (shoutout to my coaches at Hit the Mark Fitness)!

For more than 15 years, Cary has helped many retirees maximize their retirement. He has hosted over 130 retirement planning workshops to help more individuals secure a financial future for themselves. 

If you’re interested in meeting Cary in person, register here for an in-person event (including dinner!) or schedule a complimentary consultation to discuss your financial goals. We look forward to hearing from you!

Veronica Torres

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.