Cary Facer
Founding Partner @Warren Street Wealth Advisors
Orange County, CA, US
EMAILS
c•••@warrenstreetwealth.com
MOBILE NUMBERS
+17•••••••40
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WORK HISTORY
Nov 2007 — Present
Founding Partner @Warren Street Wealth Advisors
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Since our founding in 2015, we’ve made it a point to show clients every day that they come first. Each member of our team shares that passion for caring for our clients, no matter how small or large the ask.
EDUCATION
2002 — 2004
San Diego State University
BS
SKILLS
Life InsuranceInsuranceWealthSecuritiesMutual FundsRetirementSeries 63401kFinancial PlannersSeries 7Retirement PlanningStrategic Financial PlanningWealth ManagementUniform Combined State LawFinanceManagementIrasAsset ManagementInvestment AdvisoryEstate PlanningFinancial AnalysisPortfolio ManagementFinancial AdvisoryInvestmentsAsset AllocationInvestment Strategies
ABOUT CARY FACER
Investments, 401k, Retirement, Comprehensive Financial Planning.
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