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Blake Mcginley Email & Phone Number

Senior Associate - Wealth Planner at Cerity Partners
Location: San Francisco, California, United States 9 work roles 2 schools
1 work email found @assetmark.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email b****@assetmark.com
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Current company
Cerity Partners
Role
Senior Associate - Wealth Planner
Location
San Francisco, California, United States
Company size
1282 employees

Who is Blake Mcginley? Overview

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Quick answer

Blake Mcginley is listed as Senior Associate - Wealth Planner at Cerity Partners, a company with 1282 employees, based in San Francisco, California, United States. AeroLeads shows a work email signal at assetmark.com and a matched LinkedIn profile for Blake Mcginley.

Blake Mcginley previously worked as Wealth Management Associate at Cerity Partners and Associate Financial Advisor at Cetera Advisor Networks Llc. Blake Mcginley holds Economics from Occidental College.

Company email context

Email format at Cerity Partners

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{first}.{last}@assetmark.com
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AeroLeads found 1 current-domain work email signal for Blake Mcginley. Compare company email patterns before reaching out.

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Profile bio

About Blake Mcginley

I am a financial services professional who has a firm belief that professional asset management is only as successful as the trust built between a clients and their advisor. I have spent the last 7 years focused on cultivating relationships with financial advisors and clients through consulting them on business and investment decisions. I am passionate about providing data-driven, results-oriented analysis and a deeply trusting approach to helping financial advisors and clients pursue financial freedom. Additional skills include: Sales, strategic planning, public speaking, client retention, relationship building, portfolio analysis, and CRM Management.Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser.

Listed skills include Sales Management, Sales, Client Relations, Cold Calling, and 7 others.

Current workplace

Blake Mcginley's current company

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Cerity Partners
Cerity Partners
Senior Associate - Wealth Planner
San Francisco, CA, US
Website
ceritypartners.com
Employees
1282
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Company profile
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9 roles

Blake Mcginley work experience

A career timeline built from the work history available for this profile.

Wealth Management Associate

Current
Cerity Partners

Mill Valley, California, United States

Aug 2024 - Present

Associate Financial Advisor

Cetera Advisor Networks Llc

1275 S. Winchester Blvd. Ste. B San Jose, California 95128

Nov 2022 - Jul 2024

National Consultant

Assetmark

San Francisco Bay Area

- Led and supported advisors in client meetings to close over $50M in new AUM in Q1 2022.- Cultivated new and existing relationships with 400+ independent financial advisors via cold calls, in-person meetings, and through industry or company events.- Created business plans around my advisors, which I segmented into opportunity groups based on expected AUM.

Jan 2022 - Mar 2022

Internal Sales Consultant

Assetmark

Encino, California

- Responsible for supporting 850 financial advisors and generating over $2.7 Billion in AUM over three years as part of the Northern California team. - $1.25B in 2021 – 127% to quota, Earned Presidents Club and Billion Dollar awards. - $850M in 2020 – 105% to quota, Earned Presidents Club award. - $700M in 2019 – 93% to quota. - Built 27 new advisor.

Mar 2019 - Jan 2022

Sales Coordinator

Assetmark

Encino, CA

- Supported Western Region Sales teams in generating proposal decks and marketing materials for advisor and client meetings. - Created analytics reports of client portfolios using Morningstar and other proprietary technology.- Drove attendance of hundreds of advisors to 40+ workshops and events related to new product launches through phone and email.

Jul 2018 - Mar 2019

Intern

Jll

Searching for and researching prospective clients for tenant representative brokers. Learning about the commercial real estate industry and how to handle client relationships.

May 2015 - Aug 2015

Assistant Branch Manager

Vector Marketing

Fairfax Office

Recruiting, interviewing, and training sales representatives on Cutco products. Help run team meetings, teach sales seminars, help with customer relationships, motivate sales representatives, and occasionally make a sale myself.

May 2014 - Sep 2014

Field Sales Manager

Vector Marketing

Fairfax Office

Continuing my progress as a sales representative. This title means I reached the highest promotion level for a sales representative. As a Field Sales manager my main responsibility was to continue to make sales, but also to help and teach other sales representatives in my office how to sell as well.

Jun 2013 - Sep 2014
Team & coworkers

Colleagues at Cerity Partners

Other employees you can reach at ceritypartners.com. View company contacts for 1282 employees →

GC Gökhan Ceri̇t Gökhan Ceri̇t Colleague at Cerity Partners Antalya, Türkiye, Turkey View → CM Charles M. Charles M. Colleague at Cerity Partners Houston, Texas, United States, United States View → CH Carolyn Harper Carolyn Harper Colleague at Cerity Partners Louisville, Kentucky, United States, United States View → NP Natalie Perez Natalie Perez Colleague at Cerity Partners Pasadena, California, United States, United States View → DP Dean Parker Dean Parker Colleague at Cerity Partners Powder Springs, Georgia, United States, United States View → ZK Zorana Kreca Zorana Kreca Colleague at Cerity Partners New York, New York, United States, United States View → AE Anne Elliott Anne Elliott Colleague at Cerity Partners United States, United States View → AL Adam Landau Adam Landau Colleague at Cerity Partners Greater Philadelphia, United States View → KM Kyle Mooney Kyle Mooney Colleague at Cerity Partners New York, New York, United States, United States View → FA Frederick Allner Frederick Allner Colleague at Cerity Partners Reisterstown, Maryland, United States, United States View →
2 education records

Blake Mcginley education

Economics

Occidental College

Activities and Societies: Sigma Alpha Epsilon, Mens Club Lacrosse

Business Administration And Management, General

Ies Abroad

Study Abroad in Milan taking business classes. Classes: International Financial Markets and Investments, Intro to Startups, Managing.

FAQ

Frequently asked questions about Blake Mcginley

Quick answers generated from the profile data available on this page.

What company does Blake Mcginley work for?

Blake Mcginley works for Cerity Partners.

What is Blake Mcginley's role at Cerity Partners?

Blake Mcginley is listed as Senior Associate - Wealth Planner at Cerity Partners.

What is Blake Mcginley's email address?

AeroLeads has found 1 work email signal at @assetmark.com for Blake Mcginley at Cerity Partners.

Where is Blake Mcginley based?

Blake Mcginley is based in San Francisco, California, United States while working with Cerity Partners.

What companies has Blake Mcginley worked for?

Blake Mcginley has worked for Cerity Partners, Cetera Advisor Networks Llc, Assetmark, Jll, and Vector Marketing.

Who are Blake Mcginley's colleagues at Cerity Partners?

Blake Mcginley's colleagues at Cerity Partners include Gökhan Ceri̇T, Charles M., Carolyn Harper, Natalie Perez, and Dean Parker.

How can I contact Blake Mcginley?

You can use AeroLeads to view verified contact signals for Blake Mcginley at Cerity Partners, including work email, phone, and LinkedIn data when available.

What schools did Blake Mcginley attend?

Blake Mcginley holds Economics from Occidental College.

What skills is Blake Mcginley known for?

Blake Mcginley is listed with skills including Sales Management, Sales, Client Relations, Cold Calling, Microsoft Excel, Microsoft Powerpoint, Analytical Skills, and Problem Solving.

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