Benjamin Blake

Background

About Benjamin Blake

PURPOSE: I guide my clients to feel financially secure so they can live life with confidence and a sense of purpose. I serve families and foundations exclusively, and find great joy in helping people transition from unsure about their financial future to confident and secure. PROCESS: 1) Connect: Schedule an introductory call with us. 2) Discover: Meet for a deeper conversation about your situation, goals and values. 3) Inform: Present initial findings and tailored recommendations to address any challenges you might face. 4) Implement: Execute and regularly update your strategy to keep you on track toward your goals. I am committed to understanding your current and prospective goals as they evolve, keeping you informed and promptly answering your questions with patience and clarity. BACKGROUND: Before joining Edward Jones, I spent nearly 15 years in the nonprofit sector, helping families navigate financial emergencies and achieve greater financial security. This experience allowed me to counsel individuals of all ages and backgrounds, helping them achieve their goals with personalized coaching and careful planning. Throughout my career, I built a reputation true to my values of honesty, empathy, hard work, respect for others and always keeping my word. As a CERTIFIED FINANCIAL PLANNER® professional, I take my responsibility to serve my clients' best interests seriously and without exception. PERSONAL: I live in the Oakland Hills with my wife, Tiffini, and my 11-year-old daughter, Ainsley. I have a passion for travel and enjoy all types of foods. I have a major weakness for coffee, licorice and salted caramel ice cream. I grew up on classic rock and I am a lifelong — and grieving — Oakland A's fan. I am a decent snowboarder (no injuries, yet) but my golf game is a major work in progress. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc, which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see