California insurance # 4408228
Blake works with families, individuals, and business owners to create comprehensive financial plans tailored to their unique goals and life circumstances. His planning‑oriented, consultative approach emphasizes long‑term relationships over transactional solutions.
Blake specializes in guiding clients through major life transitions, including career changes, marriages, family planning, inheritances, retirement, and legacy planning. He is committed to building enduring relationships and serving as a trusted partner for clients working toward lasting financial security.
Blake completed his undergraduate education summa cum laude at Loyola University Maryland, earning a bachelor’s degree in Finance. He also holds the FINRA Series 7 and 66, as well as the Life and Health Insurance licenses. He takes pride in serving as a confidant to his peers, empowering them to pursue financial independence.
Active both professionally and personally, Blake enjoys giving back to his community through volunteering at the Jersey Shore Dream Center in Neptune, NJ. Outside of work, he enjoys the outdoors and is an avid golfer and snowboarder. Blake resides in Shark River Hills, just a short distance from Belmar Beach, where he spends much of his time during the summer.