Blake Feindel work email
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Experienced Relationship Manager with a demonstrated history of working in the financial services industry. Strong sales professional skilled in Investment Advisory, Estate Planning, Insurance, Hedge Funds, and Financial Planning.
Dark Horse Private Wealth
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Sr Wealth AdvisorDark Horse Private Wealth Jul 2024 - PresentSan Diego, California, United StatesBlake is a Senior Wealth Advisor at Dark Horse Private Wealth based in Rancho Santa Fe, CA, offering comprehensive financial advice to individuals and businesses throughout the country in the areas of investment management, financial, tax & estate planning.
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Wealth ManagerPresidio Capital Management May 2021 - Jul 2024San Diego, California, United StatesPresidio Capital Management is an independent wealth management firm based in Southern California. The firm offers comprehensive financial planning & investment advice with a focus on retirement and estate planning, investment management, and comprehensive tax strategies. -
Founder & Private Wealth AdvisorCentura Wealth Advisory Jun 2018 - Dec 2020Greater San Diego AreaCentura Wealth Advisory is a wealth management firm serving individuals, families and institutions seeking a planned, precise and purposeful approach to looking out for your financial future. Located in San Diego, California, Centura serves high net worth and ultra-high net worth clients. Our Liberated Wealth (SM) process is designed to unburden your financial headaches and provide a methodical, transparent and accountable approach to achieving your financial goals. -
Chief Compliance OfficerCentura Wealth Advisory Apr 2018 - Dec 2020Greater San Diego Area
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Private Wealth AdvisorCcg Advisors (San Diego) Dec 2013 - Jul 2018Greater San Diego Area -
Relationship ManagerCentara Capital Management Group Jul 2008 - Dec 2013
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Financial Planning AssociateCentara Capital Management Group Jul 2005 - Jun 2008San Diego County, California, United States
Blake Feindel Skills
Blake Feindel Education Details
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Finance
Frequently Asked Questions about Blake Feindel
What company does Blake Feindel work for?
Blake Feindel works for Dark Horse Private Wealth
What is Blake Feindel's role at the current company?
Blake Feindel's current role is Sr. Wealth Advisor at Dark Horse Private Wealth.
What is Blake Feindel's email address?
Blake Feindel's email address is bf****@****tal.com
What is Blake Feindel's direct phone number?
Blake Feindel's direct phone number is +185877*****
What schools did Blake Feindel attend?
Blake Feindel attended San Diego State University.
What skills is Blake Feindel known for?
Blake Feindel has skills like Alternative Investments, Investment Strategies, Financial Planning, Insurance, Wealth Management, Registered Investment Advisor, Hedge Funds, Estate Planning, Estate Tax Planning, Real Estate.
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