How Blake Street Uses OCIO to Streamline Ops and Spend More Time With Clients

Finding His Passion for Financial Planning

Blake’s introduction to the financial industry started at home. “I grew up in the business a little bit,” he said, recalling how his stepfather’s career as a financial advisor influenced him. Yet, Blake initially considered different paths. It wasn’t until his college years at Cal State Fullerton, where he was exposed to a comprehensive financial planning curriculum, that he discovered his true calling.

One defining moment came during his senior-year capstone project. Blake was tasked with creating a financial plan for a real client. “I loved every bit of that process,” he said. “It showed me how far-reaching the impact of personalized financial planning could be—from investments to taxes to real estate.” This experience solidified his commitment to making financial planning his life’s work.

Building an Ensemble Practice

When Blake launched Warren Street Wealth Advisors in 2015, the early days were challenging. “We had to figure out everything from technology to compliance, and it took a few years to really get in gear,” he admitted. Despite the hurdles, Blake’s vision for the firm was clear: he wanted to build an ensemble practice where each team member played to their strengths.

Blake found that he thrived not as the primary client-facing advisor but as a strategic thinker who supported the team and worked on complex financial problems. This approach allowed Warren Street to develop a collaborative environment where roles were defined, and client service was seamless. “Having lead advisors focused on client relationships while I managed the bigger picture was key to our growth,” Blake noted.

Focusing on Niches for Greater Impact

One of the defining strategies that propelled Warren Street Wealth Advisors forward was the decision to focus on serving specific client niches. Blake recognized early on that to stand out in a crowded field of financial advisors, he needed to leverage his own background and interests. This approach led to the development of specialized services for client groups like tech employees, business owners, and even content creators and influencers.

“The gaming world is where I came from,” Blake explained, sharing how his experience as a former professional gamer naturally drew him to work with content creators and those in the tech industry. “It was a unique perspective I could offer, and it felt authentic to who I am.” By understanding the particular challenges these clients face — such as managing fluctuating income, complex tax situations, and business structuring — Blake and his team were able to provide targeted and valuable advice.

But the choice to focus on niches wasn’t just strategic; it was also deeply fulfilling. Blake shared stories of working with clients who found immense value in having an advisor who could relate to their world and speak their language. “There’s so much room to add value when you understand what makes these clients tick,” he said. The firm’s expertise extended beyond conventional financial planning to areas like advising content creators on LLC setups and business expenses or helping tech employees manage concentrated stock portfolios.

Going Beyond Traditional Services

One standout example of Warren Street’s commitment to comprehensive service involved a couple who came to Blake’s team with multiple complex needs. The couple — a tech executive and a business owner — were expecting their first child and felt overwhelmed by their financial situation. They had a concentrated stock position, unclear cash flow management, and dissatisfaction with their existing tax representation. On top of that, they were renting a home and felt a strong desire to purchase their first house before the baby arrived.

Blake’s approach was hands-on and all-encompassing. “We didn’t just focus on one piece of their financial puzzle,” he explained. “We coordinated new tax representation, reorganized their bookkeeping, and even walked them through the home-buying process.” The team’s expertise in real estate, bolstered by Blake’s background as a licensed real estate broker, proved invaluable. They navigated loan pre-approval, reviewed disclosures, and coached the couple through the escrow process, ensuring that every step was clear and manageable. “We broke down each goal into achievable steps,” Blake said, “so they didn’t feel overwhelmed.”

The result was life-changing for the couple. Just weeks before their child was born, they moved into their new home, feeling more secure in their financial footing and ready for the next chapter. “To see them settle into their home and start their family, knowing we had a hand in making that possible, was incredibly fulfilling,” Blake reflected. This story embodies the depth of service Warren Street aims to provide: not just financial advice, but comprehensive support that changes lives.

Building Resilience Through Change

One of the most significant lessons Blake learned on his journey was the importance of building resilience into his firm’s operations. This realization came when a key team member — the firm’s portfolio analyst and trader — unexpectedly left Warren Street. This was no ordinary employee; he was someone Blake had hand-picked and mentored from his alma mater. “I invested a significant amount of time and effort into training him,” Blake recalled. “It rocked me to my core when he resigned.”

The departure left Blake at a crossroads. He knew hiring a replacement would be essential, but he also felt that simply hiring one person wouldn’t be enough. “I thought, maybe I need to hire two people to build redundancy, so I’m not left in this position again,” Blake said. But instead of immediately seeking out replacements, Blake made a critical decision: he would take on the trading responsibilities himself, at least temporarily. What began as a stopgap solution quickly evolved into a significant burden.

“I intended to take on trading for just six months,” Blake explained, “but six months turned into two years.” During that time, the firm grew from managing $250 million to nearly $500 million in assets. The workload became overwhelming, as Blake juggled trading, managing the firm, raising assets, and supporting his team. “Stretched thin” didn’t begin to describe it. The situation became so demanding that the team began to worry. “They asked, ‘Can Blake keep up with this? What happens if he burns out?’” Blake shared. The concern was not just about him, but the uncertainty it injected into the entire team’s stability and future.

Recognizing the unsustainable nature of the situation, Blake decided to partner with Orion OCIO to handle trading and other back-office functions. This move was a game-changer. “Partnering with Orion OCIO freed up at least 10–12 hours a week for me,” he said. It reduced the pressure and brought newfound stability and confidence to the firm. “The team could finally breathe knowing that the continuity of our operations didn’t depend solely on my capacity,” Blake added. This shift ensured that even if Blake needed time away, the firm would continue running smoothly, and the team could focus on their roles without the looming worry of operational strain.

“Now, our processes are stronger, and our team feels supported,” Blake said. “We’re not just managing risk; we’re positioned for sustainable growth.” This change reinforced the importance of building resilience — not just for the firm’s immediate needs, but for long-term success and peace of mind.

A Legacy of Purpose

Blake’s journey is a testament to the power of purpose, adaptability, and thoughtful partnerships. From the early days of figuring out processes to building a firm that delivers life-changing service, his story is one that resonates with advisors looking to make a meaningful impact.

“We’re lucky to do what we do,” Blake said. “Helping clients navigate their financial paths and achieve their dreams is a privilege I never take for granted.”

For financial advisors seeking inspiration, Blake’s story is a reminder that For financial advisors seeking inspiration, Blake’s story is a reminder that success isn’t just about working harder; it’s about working smarter and ensuring that your firm’s infrastructure supports your vision. As Blake puts it, “We’re fortunate to do what we do, and with the right support, we can focus on what truly matters to our clients.”