Warren Street Wealth Advisors

Warren Street Wealth Advisors Investment management and financial planning fiduciaries - always putting our clients’ best intere

In the world of financial services, it can be difficult to find trusted partners. At Warren Street, we stand by our promise to put our clients first — and strive to clearly demonstrate this commitment in every client interaction. We build personal relationships with clients, so we can share our experience, collaborate, and ultimately provide them peace of mind. This has been our philosophy since d

ay one, and it continues to this day. After spending nearly a decade each in the financial services industry, Cary Warren Facer and Blake Street decided to join forces in 2015 to launch Warren Street Wealth Advisors. After working for larger companies, the founders were united in their vision to launch a relationship-focused firm that kept the client at the center of their work.

06/11/2026

SpaceX. Anthropic. OpenAI. Three of the biggest private companies in history are preparing to go public, targeting a combined raise of nearly $200 billion. But before you get swept up in the IPO mania, it’s time to look past the headlines.

In our latest commentary, Senior Portfolio Manager Phillip Law, CFA breaks down what this massive wave of tech and AI offerings means for your portfolio.

Key insights include:

- The Valuation Reality: VCs and private insiders have already captured trillions in value—are public retail investors just buying at the peak?
- The Index Dilemma: Why major index providers bending their rules to fast-track unprofitable mega-IPOs could quietly degrade the quality of your passive index funds.
- Our Approach: Why we are relying on quality-factored exposure to keep investments grounded in fundamentals while the narratives run wild.

Don’t let market enthusiasm override discipline. Read the full analysis for general informational purposes on the blog now. 👇

🔗 https://warrenstreetwealth.com/ipo-mania-what-the-rocket-ships-chatbots-and-rule-changes-mean-for-your-portfolio/?utm_source=facebook&utm_medium=organic&utm_campaign=ipo

06/05/2026

The Warren Street team is growing! 🚀 We are thrilled to introduce Jennifer Horner, our new Operations & Compliance Associate.

In the financial services industry, seamless account transactions and robust regulatory compliance are the backbone of a great client experience. In our latest blog post, Jennifer shares how she will be supporting our daily brokerage operations, keeping client data secure, and ensuring our wealth management firm maintains the highest standards of integrity.

Get to know Jennifer, her professional background, and a few incredibly unique fun facts (hint: 🏗️ and 🏊‍♀️) in the full interview!

👉 Read the blog here: https://warrenstreetwealth.com/meet-jennifer-horner-operations-compliance-associate/?utm_source=facebook&utm_medium=organic&utm_campaign=meet-jen-horner

04/28/2026

Join us in welcoming the newest member of the Warren Street team, Onboarding Coordinator Isaiah Knox! 👋

In this special Q&A, learn how Isaiah ensures a seamless, supportive, and high-quality onboarding experience for every new client. His dedication to a client-first approach helps set the stage for successful, long-term relationships with our firm.

Read to learn about Isaiah's role, what motivates him, and his favorite activities outside of work: https://warrenstreetwealth.com/meet-isaiah-knox-onboarding-coordinator/?utm_source=facebook&utm_medium=organic&utm_campaign=meet-isaiah-knox

04/27/2026

t’s a confusing time for investors. We’re seeing images of tankers stranded at sea and hearing about supply shortfalls, yet the stock market remains resilient. Is this "irrational optimism," or is there something more at play?

Our Investment Team just released our April update, "On the War in Iran: Do Markets Not Care, and What’s Next?" We break down the real-world limits facing both governments and what it means for your money.

We’re answering the big questions:
✅ Why aren't markets panicking about the Strait of Hormuz?
✅ What does the "maximum pressure" playbook tell us about a potential deal?
✅ How are we adjusting portfolios to handle this "new map" of global trade?

The right posture right now might seem "boring," but as we like to say: boring is usually correct. Get the full analysis here:
https://warrenstreetwealth.com/on-the-war-in-iran-do-markets-not-care-and-whats-next/?utm_source=linktree&utm_medium=organic&utm_campaign=iran-war-market-update

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200 Spectrum Center Drive, Suite 300
Irvine, CA
92618

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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