Blake is a financial advisor on the Symbio team. He values the opportunity to work directly with our clients with the goal of enhancing their lives through the services we provide. Having the chance to positively impact the lives of our clients and their families is what brought Blake back to the family business.
As a Certified Plan Fiduciary Advisor ®, he assists with the management of our corporate retirement plans. In addition to this, Blake manages the Symbio Investment Committee and the due diligence process associated with portfolio construction and ongoing management. Blake holds his FINRA series 7 and 66 licenses through LPL Financial and is also a licensed health and insurance agent, California license # 408899.
As a tech savvy Gen Z’er Blake aims to help advance Symbio’ s efficiency through the integration of new technologies and work towards progressing the value Symbio provides to the next generation of clients.
Born and raised in La Jolla, Blake has made his way back home following his graduation 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, Blake enjoys staying active through golfing, surfing, skiing, and fishing. He is also an avid Padres fan.