Do you have big goals for retirement? You need a coach like Blake to help you visualize the future and create a master plan.
Blake has deep knowledge through his background in investing and financial planning, working with individuals to realize not only their professional goals, but also their personal ones. He greatly enjoys working with people from many different walks of life including retirees, corporate executives, and entrepreneurs. With his natural inclination towards analysis, he works alongside his clients to build retirement plans, break down the nuances of executive compensation packages, and develop growth/exit plans for businesses. Blake is an accomplished financial advisor and earned his CIMA®️(Certified Investment Management Analyst) designation in 2019 offered by the Investments & Wealth Institute taught in conjunction with the Yale School of Management.
After graduating from the University of Alabama in 2012 with a degree in finance and accounting, Blake began his career in financial services. He worked in his hometown of Birmingham, Alabama for four years and then transitioned to San Diego to capitalize on the potential for growth in his career.
In true California style, Blake and his wife Margie live by the beach with their dog, Milo. In his free time he enjoys golfing, surfing, and cheering on the Crimson Tide on Saturdays.
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