Blake Barr, CFP®

Vice President

A Certified Financial Planner™ professional, Blake joined the Seattle team as a Vice President and Advisor in 2024, bringing over a decade and a half of industry experience.

With a background in IT, Blake began working in financial services in 2008 and spent the last 15 years at Fidelity Investments. Serving in various positions, he was most recently a financial consultant, engaging with clients to develop customized financial plans and presenting investment solutions unique to their goals and circumstances.

Having lived all over the country, Blake now resides in Auburn, WA with his spouse and pets. He is a former high school wrestling coach and New Hampshire state champ, now enjoying hobbies of woodworking, reading sci-fi, auto mechanics, and building new things.

Previous Experience

  • Financial Consultant at Fidelity Investments
  • Investment Consultant at Fidelity Investments

Education & Credentials

  • BS, Western Oregon University, Business Administration and Finance
  • Certified Financial Planner (CFP®)

 

CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. (CFP BOARD) OWNS THE CERTIFICATION MARKS CFP®, CERTIFIED FINANCIAL PLANNER, AND CFP® (WITH PLAQUE DESIGN) IN THE UNITED STATES, WHICH IT AUTHORIZES USE OF BY INDIVIDUALS WHO SUCCESSFULLY COMPLETE CFP BOARD’S INITIAL AND ONGOING CERTIFICATION REQUIREMENTS.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.