Emily Balmages has been an investment adviser representative at Warren Street Wealth Advisors since February 2026, and is not listed among the firm’s executive officers or direct owners. Emily Balmages holds a Bachelor's degree in English from the University of California, Berkeley.
Warren Street Wealth Advisors, LLC is an Irvine, CA firm with $656M under management, 461 clients and 7 advisers across 4 offices, as of its March 2026 filing.
Emily Balmages is Director of Financial Planning of Warren Street Wealth Advisors. Her core focus is working directly with clients, and she oversees training and education for the firm's wealth advisors. Before joining the firm, she was a Wealth Planner for a family office in Newport Beach, with specializations in tax planning and multi-generational planning.
Emily Balmages’ longest registration was 6 years at Warren Street Wealth Advisors, LLC (2019–2025). Before joining Warren Street Wealth Advisors in 2026, Emily Balmages was registered through Tarbox Family Office, Inc.
- – present · under a yearIrvine, CA · Adviser representative · Firm CRD 173447
- Tarbox Family Office, Inc.– · under a yearNewport Beach, CA · Adviser representative · Firm CRD 106079
Professional designations
Listed by Warren Street Wealth Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Emily Balmages is registered as an investment adviser representative in California, since February 2026.
- CaliforniaSince 6 February 2026
Examinations
No examinations are on Emily Balmages’s record.
- Full name
- Emily Elan Balmages
- CRD
- 7134262
- Firm
- Warren Street Wealth Advisors · CRD 173447
- Office
- 200 SPECTRUM CENTER DRIVE, SUITE 300, Irvine, CA 92618
- Registration
- Investment adviser registration
- In the industry since
- July 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- warrenstreetwealth.com
Where does Emily Balmages work?
Emily Balmages is an investment adviser representative registered through Warren Street Wealth Advisors, LLC since February 2026, and is not listed among the firm’s executive officers or direct owners.
Is Emily Balmages a financial advisor?
Yes. Emily Balmages has a current investment-adviser registration in California, through Warren Street Wealth Advisors since February 2026.
How many years of experience does Emily Balmages have?
Emily Balmages has 7 years in the financial industry, since July 2019, across 2 adviser firms.
Where did Emily Balmages work before Warren Street Wealth Advisors?
Before Warren Street Wealth Advisors, Emily Balmages was registered through Tarbox Family Office, Inc., June 2019 to October 2019.
Where is Emily Balmages based?
Emily Balmages’ registered office is in Irvine, CA.
Is Emily Balmages registered with FINRA?
No. Emily Balmages has no current broker registration.
Is Emily Balmages a CFP?
Warren Street Wealth Advisors lists Emily Balmages with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Emily Balmages, CFP® biography, warrenstreetwealth.com
How can I verify Emily Balmages’ record?
Search CRD 7134262 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Emily Balmages’ full registration record.