Listening, planning, and clear paths to financial goals in Oakland.
Edward Jones - Financial Advisor: Benjamin Blake, CFP®|CAP® delivers personalized financial planning in Oakland. Reviews highlight his listening, thoughtful questions, and clear, long-term strategies that help clients reach their goals. He puts individuals and couples at ease as they work toward their financial objectives.
5330 College Ave Suite 230, Oakland, CA 94618, USA
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Comprehensive strategies tailored to your personal goals and life stages.
Long-term investment advice and portfolio management to grow your wealth.
Guidance on saving and investing for a secure and comfortable retirement.
Services to help manage and protect your assets for future generations.
Strategies to optimize your tax situation and maximize financial efficiency.
Mellissa Barcelo
My husband and I have been working with Ben for a couple of years now. What stands out to the two of us is that he immediately put us at ease. He has the ability to listen and ask thoughtful questions so that we reach our financial goals.
Jake Brown
I've been working with Ben for a few years now. Ben asks great questions, listens to my goals, and clearly communicates long term strategies to help me achieve my goals. Highly recommended.
