Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you. To learn more about our firm, watch the below video to hear a message directly from our founder, Kurt Blakely.
We are investment fiduciaries working in your best interest to provide comprehensive financial planning and investment management services to help our clients pursue their goals.Watch the below video for an overview of our financial planning program. After you walk through the front door, take the stairs or elevator to the second floor and stay to the right until you arrive at suite 210.
We are investment fiduciaries working in your best interest to provide comprehensive financial planning and investment management services to help our clients pursue their goals.Watch the below video for an overview of our financial planning program. After you walk through the front door, take the stairs or elevator to the second floor and stay to the right until you arrive at suite 210.
Services
Blakely Financial Services is an independent financial services firm committed to serving our clients. We are a fiduciary in advisory relationships, meaning that we must always act in our client's best interest when making planning recommendations and investment decisions. We know how important it is to plan for your and your family's future and we take great pride in being able to help our clients pursue their financial goals.
Kurt Blakely is a 1980 graduate of the University of the Pacific's School of Business. Soon after graduating, Kurt pursued his passion of the financial markets, economics, and being of service to other people and began his career. Kate is passionate about all aspects of wealth management including research, portfolio management, and retirement and financial planning.
As a Registered Investment Advisor, we act as a fiduciary, meaning always in the client's best interest, when managing investments. We take your goals and objectives into account to create a personalized investment management strategy. An investment portfolio may contain individual stocks, bonds, mutual funds, exchange-traded funds, money market funds, CDs, structured notes, or options contracts.
We use WealthVision, through LPL Financial, to develop a comprehensive financial plan to help you progress toward your specific, clearly defined goals. We'll start by obtaining detailed information about your financial circumstances, and enter this information into WealthVision. In follow-up meetings we consider what if scenarios and recommend a course of action.
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.
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