Webinar Registration

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Hi there, 

You are invited to a Zoom webinar. 
When: Feb 7, 2023 12:00 PM Pacific Time (US and Canada) 
Topic: &quot;Last-Minute 2022 Tax Moves&quot; Webinar

Register in advance for this webinar:
https://us06web.zoom.us/webinar/register/WN_IxyhBBloRQG9X1E4G4o9Yg


After registering, you will receive a confirmation email containing information about joining the webinar.

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Webinar Speakers

Emily Balmages, CFP®, CRTP (Director of Financial Planning )
Emily is the Director of Financial Planning for Warren Street Wealth Advisors. Her core focus is working directly with clients. She also oversees training and education for the Wealth Advisors at Warren Street.

Prior to joining Warren Street, Emily spent seven years as a Wealth Planner for Tarbox Family Office in Newport Beach. Emily has extensive experience counseling clients on all stages of the financial planning and wealth management process, with specializations in tax planning and multi-generational planning.

Emily attained her CERTIFIED FINANCIAL PLANNER™ designation in 2015, and is a CTEC (California Tax Education Council) Registered Tax Preparer. She earned a Bachelor’s degree in English from the University of California, Berkeley.

When not working Emily loves spending time with her three kids, reading, running, and hiking.

Justin D. Rucci, CFP® (Lead Advisor )
Justin joined Warren Street Wealth as a Wealth Advisor in April of 2018. He has a degree in Finance and Economics from the University of Albany in New York and is a CERTIFIED FINANCIAL PLANNER™.

Prior to joining Warren Street, Justin worked for 5 years as a financial planner at Goldman Sachs, advising a variety of clients in matters including: cash flow &amp; retirement, investments, employee benefits, health care, insurance, and tax &amp; estate planning. Joining Warren Street Wealth Advisors, he hopes to strengthen his relationship with the community and make more of an impact with his clients.

In his spare time, Justin enjoys taking weekend road trips, trying the area’s latest restaurant, and relaxing with his family and friends.
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