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Blake Murphy, CIMA®
Elevating your family’s financial future through strategic planning
Blake Murphy, CIMA®, is a dedicated financial planner and investor with a passion for simplifying the often complex world of finance for his clients.
With over a decade of experience in the financial services industry, Blake has weathered major market corrections and prides himself on helping clients stay the course during turbulent times.
Having transitioned to California Wealth Transitions in 2019, Blake continues to enhance his expertise while providing valuable guidance to families.
Blake voluntarily earned the advanced CIMA® designation through the Yale Executive School of Management, showcasing his commitment to continuous learning and professional development.
Beyond managing investment accounts, Blake excels in analyzing tax returns, optimizing social security strategies, and estate planning for future generations.
High-income earners, individuals with complex compensation packages, or those approaching retirement can benefit from Blake's tailored financial advice and expertise.
Connect with Blake Murphy and explore California Wealth Transitions' services via www.cawealth.com to see how he can assist in planning your financial future.
