Blake Murphy Email & Phone Number
Wealth Planner and Founding Partner @ Solas Wealth Strategies
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Blake Murphy Location
- California, United States
Blake Murphy Work
- 2026 -now Wealth Planner and Founding Partner @
- 2019 -2026 Vice President, Financial Advisor, Certified Investment Management Analyst® @
- 2016 -2019 Financial Advisor @
- 2014 -2015 Senior Financial Officer @
- 2012 -2014 Financial Analyst @
- 2012 -2012 Institutional Fixed Income Sales Internship @
Blake Murphy Education
- The University of Alabama
Bachelor of Science (Commerce and Business Administration; Finance; Accounting Specialization)
2008-2012
Blake Murphy Skills
- Wealth Management Services
- Financial Planning
- Personal Financial Planning
- Inheritance Tax Planning
- Intergenerational Wealth Transfer
- Wealth Accumulation
- Investments
- Cash Flow Analysis
- Independent Financial Advice
- Fiduciary
- Life Insurance
- Long Term Care Insurance
- Business Planning
- 401k Rollovers
- 401(k) Retirement Savings Plans
- Roth IRAs
- SEP IRA
- Qualified Retirement Plans
- Retirement Planning
- Portfolio Management
Blake Murphy Summary
- Blake Murphy, based in California, United States, is currently a Wealth Planner and Founding Partner at Solas Wealth Strategies. Blake Murphy brings experience from previous roles at California Wealth Transitions, Inc., Morgan Stanley and Sterne Agee. Blake Murphy holds a 2008 - 2012 Bachelor of Science in Commerce and Business Administration; Finance; Accounting Specialization @ The University of Alabama. With a robust skill set that includes Wealth Management Services, Financial Planning, Personal Financial Planning, Inheritance Tax Planning, Intergenerational Wealth Transfer and more. Blake Murphy has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Solas Wealth Strategies Employees
Blake Murphy
Wealth Planner and Founding Partner
California, United States
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