Warren Street Wealth Advisors, LLC

Blake Street is a CFP® and CFA® with 15 years of industry experience, currently serving as an advisor at Warren Street Wealth Advisors, LLC since 2015. He is a licensed real estate broker in California, a credential he holds primarily for personal use and occasionally assists close clients, friends, and family. Warren Street Wealth Advisors serves a diverse client base including individuals, employee benefit and pension plans, charitable organizations, corporations, and investment companies. The firm employs a mix of analytical approaches and proprietary model allocations to actively manage equity and fixed-income portfolios, offering both discretionary and non-discretionary management along with financial planning and retirement-plan advisory services.

Len Hanson is a financial advisor at Warren Street Wealth Advisors, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Warren Street Wealth Advisors since 2012. Prior to his advisory career, Hanson worked at Chevron USA for 34 years in operations management. Warren Street Wealth Advisors serves individuals, employee benefit and pension plans, charitable organizations, corporations, and investment company clients. The firm offers portfolio management and financial planning services, utilizing firm-developed model allocations and a range of analytical approaches to actively manage equity and fixed-income strategies.

Justin Rucci is a CFP® with 10 years of experience in the financial services industry. He has worked at Warren Street Wealth Advisors, LLC since 2018 and previously spent five years at Ayco, a Goldman Sachs company. Warren Street Wealth Advisors serves individuals, employee benefit and pension plans, charitable organizations, corporations, and investment company clients. The firm offers portfolio management, financial planning, pension consulting, and retirement-plan advisory services, utilizing firm-developed model allocations and a combination of analytical approaches to actively manage equity and fixed-income strategies.

Gian Costeniero is a financial advisor at Warren Street Wealth Advisors, LLC with 22 years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied Company. Outside of finance, he is a musician who performs as a drummer and owns a photography services business. Warren Street Wealth Advisors serves a diverse client base including individuals, employee benefit and pension plans, charitable organizations, and corporations. The firm employs a mix of analytical approaches and firm-developed model allocations to actively manage equity and fixed-income portfolios, and acts as discretionary sub-adviser to two sponsored ETFs.

Veronica Cabral is a CFP® with eight years of industry experience, currently serving as a financial advisor at Warren Street Wealth Advisors, LLC. She previously worked at Bank of America for five years before joining Warren Street. Outside of her advisory role, she operates an Amazon storefront where she recommends products and maintains an Etsy store selling digital products. Warren Street Wealth Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm employs a customized investment approach using model allocations and multiple analytical methods, actively managing equity and fixed-income strategies while incorporating third-party managers when appropriate.

Emily Balmages is a CFP® professional with six years of industry experience. She has worked at Warren Street Wealth Advisors, LLC since 2019 and previously spent seven years at Tarbox Family Office. Warren Street Wealth Advisors serves individuals, including high-net-worth clients, employee benefit and pension plans, charitable organizations, corporations, and investment company clients. The firm provides portfolio management, financial planning, pension consulting, and retirement-plan advisory services, employing a mix of analytical approaches and actively managing equity and fixed-income strategies.

Phillip Law is a CFA® charterholder and holds a Series 65 license, with two years of industry experience. He has worked at Warren Street Wealth Advisors, LLC and Capital Group. Outside of his advisory work, he has experience in various roles including positions at Titan Shops, The Poke Stop, and 85 Degree Bakery. Warren Street Wealth Advisors serves individuals, employee benefit and pension plans, charitable organizations, corporations, and investment companies. The firm employs a mix of analytical approaches to customize portfolios and manages both equity and fixed-income strategies, including the use of ETFs and third-party managers.