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Edward Jones - Financial Advisor: Benjamin Blake, CFP®|CAP®
Personalized financial planning to help you achieve your goals with confidence and clarity.
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Business
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Est. 1922
Personalized financial planning to help you achieve your goals with confidence and clarity.
No reviews yet
Benjamin Blake, a CFP® and CAP® professional at Edward Jones, provides personalized financial advisory services in Oakland, CA. With a focus on listening and thoughtful questioning, he helps clients like couples and individuals develop long-term strategies to reach their financial goals. Known for putting clients at ease and offering clear communication, this practice is dedicated to building trusted relationships for a secure financial future.
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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.
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.
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.
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