Blake Fostvedt, CFA, CFPClient Advisor and Assistant Portfolio Manager

blake-profile-photo
Client Specialties
  • Young Professionals
  • Business Owners
  • Entrepreneurs
  • Engineering Professionals
  • Millennials
Education
  • MBA, Creighton University
  • CFA, Chartered Financial Analyst
  • CFP, Certified Financial Planner

Blake joined SP in May of 2019. He is a licensed Investment Advisor Representative. Blake’s professional background gives him a unique perspective when working with clients. Before joining SP, Blake worked with small business owners and commercial lenders helping structure and underwrite commercial loans at banks in the Greater Tampa Bay Area. Blake has earned the most sought-after and respected credentials in the wealth management business, Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP). Blake graduated with honors from Creighton University, earning an MBA with an emphasis in Finance in 2013.

My diverse background gives me a unique perspective when working with clients. Let your money work for you, not the other way around.

publications

  • What I Hate About Annuities

    Annuities are wrong for almost everyone. If you’re unfamiliar with annuities here’s the gist – you pay a lump sum now in return for a future income stream, usually for the rest of your life. Annuities are essentially the opposite of life insurance. Think of it as you vs the insurance company – in a life insurance contract you “win” if you die prematurely, in an annuity you “win” if you live longer than expected.

    November 27, 2019
  • Why your advisor should be a CFA Charterholder and CFP® Professional

    “Financial advisor” has become a very broad title over the years. When someone says they are a financial advisor, what does that mean? What’s their background? What qualifications do they have? Do they focus more on insurance or do they have education and training related to investing.

    November 27, 2019

contact details

611 Druid Road East, Suite 407
Clearwater, FL 33756

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