Blake Bir Email & Phone Number

Blake is a Financial Advisor with North Star Consultants’ Medical Division working primarily out of the Cincinnati, OH location. He runs an independent financial practice in which he works primarily with specialty physicians and dentists. Blake focuses on providing a comprehensive financial service experience to his clients while helping them to grow and protect their wealth. Blake has chosen to work with medical professionals because he believes that they share many of the same values that he holds to a high regard: family-oriented, goal-centered, honesty, and ambition. His main priority to is to help his clients make wise financial decisions and to bring them financial security. In order to accomplish this Blake believes that transparent communication between both parties is vital. Blake spends majority of his time working with young physicians as they get settled into practice, and often times settled into life. He has found that by working with physicians when they are beginning their careers he can help them to form the correct savings habits necessary for his clients to efficiently pursue their financial goals, thus make a greater impact in their lives as well. Some of the financial services that Blake can provide include:• Asset Protection Strategies*• College Funding Options*• Physician Specific Disability Insurance• Debt Management (student loans, personal loans, credit cards)• Life Insurance Strategies• Wealth Management• Retirement Programs (Solo 401k, SEP, 401k, 403b, Roth IRA)• Tax Deferred Investment Strategies*• Financial Considerations When Exiting a Practice*For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax adviceBlake graduated from the University of Dayton with a degree in finance and an emphasis in investment management, where he played football. Blake is FINRA Series 7 and Series 66 registered; Life and Health Licensed, and Variable Life and Annuity Licensed.Investment advisor representative of Cetera Advisor Networks, LLC. Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. 2701 University Avenue SE, Minneapolis, MN 55414. 612-617-6000.

Listed skills include Leadership.