Daniel Blakey

Daniel works closely with clients to provide investment advice and comprehensive financial planning. He has experience advising high net-worth families with constructing and managing tax efficient portfolios, and other planning items such as wealth transfer techniques, estate structure, and insurance coverage, among others. 

Daniel has over a decade of experience serving clients on these issues. Daniel joined Baker Street in 2019 when he relocated to San Francisco from Seattle. Prior to Baker Street he worked for an RIA that provided investment and financial planning services and specialized in advising small business owners in retirement plan design and exit strategies. 

He graduated cum laude from Pepperdine University in 2013, where he received his BA in Business Administration. Daniel received his CFP Designation in 2018 and is currently a CFA Level III candidate.