Benjamin Blake, Financial Advisor located in Oakland, CA

Financial Advisor
Benjamin Blake

CFP®, CAP®
5330 College Ave Suite 230, Oakland, CA 94618opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Sustainable Investing
  • Employee Stock Options
  • Charitable Giving
  • Estate & Legacy Strategies
  • Retirement Income Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CAP®

    Chartered Advisor in Philanthropy®

Personal Interests

  • Reading
  • Cooking
  • Traveling
  • Spending Time with Family
  • Social Responsibility

Team Members

  • Diane Rico
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(510) 844-4772

Fax

(866) 462-8405

Office Address

5330 College Ave Suite 230
Oakland, CA 94618opens in a new window

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