Client Advisory

Biography

Blake is a Senior Associate based in the Mill Valley office. As a member of the firm’s Wealth Management Team, he works closely with advisors and clients to provide goals-based financial planning, operational support, and an excellent client experience.

Prior to joining Cerity Partners, Blake was an Associate Advisor at Cetera Advisor Networks in San Jose. Previously, Blake worked as a National Consultant at AssetMark, a Turnkey Asset Managment Platform in Walnut Creek, CA where he held his Series 65, 66, 63 and SIE Licenses. At AssetMark, Blake worked with Financial Advisors across the Bay Area building investment portfolios to meet their clients’ unique needs.

Education

  • - Bachelors of Arts in Economics from Occidental College

Highlights

  • Working towards obtaining the CERTIFIED FINANCIAL PLANNER™ certification
  • Investment Adviser Representative (IAR)

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