Blake Welpton,
First Vice President, Wealth Management Advisor
Blake M. Welpton, ChFC® CDFA® First Vice President Wealth Management Advisor
Blake Welpton has been in the business of helping clients achieve their financial goals since 1999.
“Using a disciplined approach, I help clients realize their long-term financial goals. I utilize an extensive wealth management process that builds the foundation necessary for a solid financial strategy.”
With over 24 years in the financial industry, Blake is a seasoned professional who is qualified to advise you in making life-changing decisions. Blake has been awarded the Chartered Financial Consultant® designation by the American College. He is committed to providing sound advice in the areas of investments, wealth and risk management, retirement planning, long term care, education, and estate planning services. Blake has also been awarded the Certified Divorce Financial Analyst® professional designation by The Institute for Divorce Financial Analysts. He can provide in-depth financial analysis and advice to attorneys and couples relating to matters of divorce. Blake graduated with a BA from California State San Francisco in 1996.
Blake enjoys golfing, skiing at Lake Tahoe and playing tennis. Blake was born and raised in Oakland, California. He is active in the community and supports Beyond Emancipation and Children’s International.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
