James Blake, CFP®, AIF®

Wealth Advisor

James Blake, CFP®, AIF®

Wealth Advisor

James joined Brand Asset Management Group as an advisor in 2019. Prior to beginning his career as an advisor in the financial services industry in 2017, James spent 15 years in orthopedic medical device sales.

He was born and raised in St. Louis and earned his Bachelor of Arts degree in Philosophy from Santa Clara University. James has obtained the series 66. Additionally, He has earned his CERTIFIED FINANCIAL PLANNER™ certification and AIF® designation. Attainment of the AIF® designation demonstrates understanding of the Prudent Practices® and methodology.

James and his wife, Becky, are active members of their congregation at St. Paul’s Lutheran. They are also cheerful supporters of many local charities, including World Pediatric Project and African Vision of Hope.

Outside of work, James enjoys time with his wife and three kids, reading non-fiction, playing soccer, and volunteering.

 

 

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® & CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.