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Client Event: Investing in the Financial Markets

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Warren Street Wealth Advisors

222 Pacific Coast Hwy, 10th Floor

El Segundo, CA 90245

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Join Warren Street's Marcia Clark, CFA, MBA and Justin D. Rucci, CFP®, for a candid discussion about the benefits and risks of investing in the financial markets. At this special client breakfast event, you'll get an opportunity to go behind the scenes and learn the Warren Street Wealth Advisors ‘secret recipe’ to finding attractive investments and distinguishing between useful information and “noise.”

By attending this event you will be able to learn and ask questions about…

  • How to decide how much money to allocate between stocks, bonds, and other assets

  • Why you should diversify instead of just picking a few ‘good’ stocks or funds

  • What distinguishes a superior mutual fund or ETF from an average fund

  • Is now a good time to invest, given that interest rates are really low and the stock market is so unpredictable?

At Warren Street Wealth Advisors we genuinely put our clients’ interests first - we are true fiduciaries. Our goal is to develop and implement an investment program that will help each client achieve his or her financial goals. We do not work on commission. We are privately owned and operated, so investment decisions are made locally, not by some corporate office on Wall Street. We work as a team so each colleague can focus on the unique value he or she brings to our clients. We are small enough to give every client the personal attention they deserve, but large enough to weather storms along the way.


The Warren Street Wealth Advisors team of financial professionals has an average of 13 years experience. Our seasoned staff is standing by to provide you with the following services:

  • Comprehensive Financial Planning

  • Retirement Planning

  • Investment Management

Learn more at https://warrenstreetwealth.com/services


About Warren Street Wealth Advisors:

We are fiduciaries

Fee-only firm (no commissions)

We work with over 190 local families and businesses

Our average team member has over 13 years of industry experience.


Breakfast will be served at this event.


Event Hosts:

Marcia Clark, CFA, MBA

Justin D. Rucci, CFP®


Event Sponsored by:

Warren Street Wealth Advisors, LLC

www.warrenstreetwealth.com

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Date and Time

Location

Warren Street Wealth Advisors

222 Pacific Coast Hwy, 10th Floor

El Segundo, CA 90245

View Map

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