Blake is a Wealth Advisor and CERTIFIED FINANCIAL PLANNER® on the Symbio team. He values the opportunity to work directly with our clients, helping them align their financial resources with their goals. Having the chance to positively impact the lives of our clients and their families is what brought Blake back to the family business.
Blake manages the Symbio Investment Committee and oversees the due diligence process associated with portfolio construction and ongoing management. He holds his FINRA Series 7 and 66 licenses through LPL Financial and is also a licensed health and insurance agent, California license # 408899.
Born and raised in La Jolla, Blake returned home after graduating from the Leeds School of Business at the University of Colorado, where he earned a degree in Finance and Real Estate. In his personal time, he enjoys staying active through golf, surfing, skiing, and fishing. He is also an avid Padres fan.