Tag Archive for: warren street

Celebrating Tustin, Dino Dash Style

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As proud Tustin residents, Warren Street was thrilled to support the Tustin Public Schools Foundation at the 31st annual Dino Dash, a community walk-run event. The Tustin Public School Foundation uses proceeds from the event to support initiatives such as sports programs, robotics programs, and grants to teachers for enrichment programs.  

Our Director of Financial Planning, Emily Balmages, CFP®, CRTP has participated in the event for nearly a decade with her family and views it as a highlight of her year. 

Director of Financial Planning Emily Balmages and her daughter, Lola and son, Max in 2011.

“I was raised in the Tustin School District, and now my kids are receiving an education there,” Emily said. “It’s such an impressive school district — from the quality of education and diversity of the student body to the quality of teachers and staff. I’ve seen the great things these kids end up doing — personally, professionally, and in their communities.”

Director of Financial Planning Emily Balmages and her son, Zach, at the 2022 event.

Emily’s Tustin pride runs deep, and the entire Warren Street team also shares that passion for the city that we call home. This year, Emily and her son, Zach, were joined by a number of other Warren Street team members at the Dino Dash: Founding Partner and President Cary Facer and his sons, Reed and Grant, and Client Service Associate Aileen Obedoza.

The boys ran the race together, while the rest of the team manned the popular Warren Street booth (the spin-the-wheel game was a hit!). All in all, nearly 8,000 people attended the event.

Founder and President Cary Facer with Client Service Associate Aileen Obedoza.

As Founder and President Cary Facer put it, “I was blown away by the turnout and amount of people who stopped by to spin the wheel! Seeing the community come out to support all the runners reminds me why it’s so important to get involved and give back to the local community.”

Grant and Reed Facer post-race.

Grant and Reed Facer, Cary’s 10- and 8-year-old sons, agree. “I liked running with Zach and Reed. The best part was just hanging out and talking,” Grant said.

At the heart of Warren Street’s mission is to put clients first in all things, and that commitment extends to our community. We were proud to support such a meaningful mission and have a feeling we’ll be back next year!

Jennifer La

Marketing Manager, 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.

Meet the Team: Veronica Cabral

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Welcome to our current edition of “Meet the Team.” We sat down with Veronica Cabral, Director of Operations and Chief Compliance Officer at Warren Street, to learn more about her role, hobbies, and goals for the future. Join us in getting to know Veronica below!

In your role as Director of Operations and Chief Compliance Officer, how do you assist Warren Street’s clients?

I manage all our business processes and workflows on the backend, so our associates and advisors have a streamlined process when serving our clients. 

In my new role as Chief Compliance Officer, I also keep an eye on everything compliance-related to make sure we have the right systems and programs in place to protect our clients. 

How does Warren Street align with your personal values?

At Warren Street, we have a really big emphasis on putting clients’ best interests first and always being transparent and honest. I try to lead a similar life personally with my family and friends. I like to try to put others first and consider how my actions affect them. I’m also really big on being open, honest, and transparent. I carry those values back and forth between work and my personal life. 

What do you love most about working at Warren Street?

What I love most is the flexibility I’ve had with my role. What I mean by that is at a really large corporation, I might have gotten boxed into a specific role. Because we are a smaller firm, I’ve been able to grow and take on many responsibilities quickly. I really appreciate the flexibility and trust that Cary and Blake have placed in me to explore and not just stay comfortable.

What is your biggest accomplishment thus far?

Professionally, taking on the role of Chief Compliance Officer. It’s definitely a lot of responsibility, but I’m thankful for the trust that’s been placed in me.

Personally, my biggest accomplishment has been my husband and I buying our house!

Who or what motivates you?

I was born in Mexico, so my parents came here when I was two. Knowing that they left what was super comfortable for them back home to come here to fight for a better life motivates me to honor their sacrifice. I want to make sure that we are always getting better with every generation. My family and husband both motivate me every day to be my best for them. 

What are your aspirations?

Professionally, I’d love to stay at Warren Street and continue to grow with the company. 

Personally, I hope to build on my Vee Make Cents brand, expanding the platform and formalizing educational programs that empower young women to get more comfortable with money. 

What are three fun facts about you?

1. I was born in Mexico, and Spanish was my first language. I’m still fluent. I didn’t start learning English until kindergarten, and I wasn’t immersed in an English classroom until third grade.

2. I played water polo in high school. (I started swimming first, which is normally done in reverse order!) I was one of the smallest girls on the team, but I tried to keep up.

3. My husband and I just spent six months on a new home build. We currently have no decor, so all suggestions are welcome! 

If you would like an introduction to Warren Street, but only speak Spanish, Veronica can join calls to help translate and address any of your questions. Click here to schedule a complimentary consultation with her. 

Cary Facer

Partner Emeritus, 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.

Get to Know our Founding Partner, Cary Facer!

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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.