Blake Calligaro

About Blake Calligaro

Blake Calligaro is a dedicated financial advisor committed to helping individuals and families build clarity, confidence, and long-term security around their financial lives. With a client-first philosophy and a disciplined, evidence-based approach. We help clients to turn complex financial decisions into clear, actionable strategies aligned with what matters most to them.

Blake works with clients across all stages of life, from young professionals building strong financial foundations to families balancing competing priorities and retirees focused on protecting and enjoying what theyve built. Areas of focus include comprehensive financial planning, investment management, retirement planning, tax-efficient strategies, risk management, estate planning, and education funding. Rather than offering one-size-fits-all solutions, Blake believes every financial plan should reflect a clients unique goals, values, and circumstances.

At the core of Blakes approach is the belief that good financial planning is about more than numbersits about people. Markets will fluctuate, life will change, and unexpected events will happen. By emphasizing diversification, long-term thinking, and disciplined decision-making, Blake helps clients stay focused on what they can control while navigating uncertainty with confidence. Education plays a central role in this process, and clients are encouraged to understand not just what decisions are being made, but why they matter.

Blake holds the industry gold standard, CFP®, CHFC®, RICP® designations and Series 7/65/6/63, and continually stays current with industry research, regulatory changes, and best practices. This commitment to ongoing learning allows Blake to provide thoughtful guidance grounded in both technical expertise and real-world application. Integrity, transparency, and accountability guide every client relationship.

Outside of work, Blake enjoys high level fitness... ultrarunning, weightlifting, international travel, golf, and believes that a well-planned financial life should support a rich and fulfilling personal life. Blake is passionate about helping clients align their money with their purpose, so they can spend more time focusing on what truly matters.

Whether navigating a major life transition or simply seeking a trusted partner to help manage long-term goals, Blake is committed to providing guidance, perspective, and peace of mind every step of the way.

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