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The Blakeley Group, Inc.

  (408) 459-4911  info@theblakeleygroup.com
 

The Blakeley Group, Inc.

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  3. The Blakeley Group, Inc. Team

The Blakeley Group, Inc. Team

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Dick Blakeley

CEO / CCO

Dick founded The Blakeley Group, Inc. in 2009. As the Chief  Executive and Compliance Office,  he is personally committed to offering a uniquely personal client service experience to individuals and their families based on the fiduciary standards of always putting the interest of the clients first .

Dick is dedicated to providing investment strategies that help clients integrate and meet their life and financial goals and priorities.  A skilled financial professional with 30 plus years of client service experience, he started as a stock broker at Payne Weber. In 1980 he moved to Smith Barney where he led an 18 member team, The Blakeley Group, Inc. at Smith Barney, and developed the first West Coast Team in Corporate Services.  He left the firm in 2007 and became a founding member and President of Concert Wealth Management before starting The Blakeley Group, Inc. two years later.

Dick grew up in New Mexico. He was a national merit scholar at New Mexico Institute of Mining and Technology and attended UNM focusing on math & music before joining the U.S. Marine Corp and attending the US Naval Academy.

Joining his brother living in California at the time, Dick moved to Santa Clara County in 1976. He appreciates the natural beauty of the state and feels fortunate to live in Silicon Valley, where fresh ideas, innovative technologies, and new opportunities thrive. At home Dick relaxes in the kitchen, and enjoys sharing his culinary skills with family and friends whenever the opportunity arises.  

 

 

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Anna Blakeley

CAO

Anna started with The Blakeley Group, Inc. in 2009 at the formation of the company. She manages office policies and coordinates administrative services with the firm’s accountant, employee solutions provider, facilities management, and other service providers.  Anna enjoys the challenge of keeping the office running smoothly, knowing it is a necessary component to providing a consistent and excellent service experience for clients.

Anna is a native Midwesterner.  She received a BA from Mt. Mercy College in Cedar Rapids, Iowa, where she worked as an Art Director at WMT-TV. She subsequently became an Art Director at Rayovac Corporation in Madison, Wisconsin and began working towards an MFA degree at the University of Wisconsin.  Upon graduating, she moved to Northern California, and began working as a professional artist and art instructor.

Outside the office, Anna has many interests. She considers herself a neophyte gym rat, a border-line movie buff, an occasional bookworm, and a part-time art enthusiast.

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Jack Perlmutter

Client Service / Operations

Jack is the lead Client Service Specialist for The Blakeley Group, Inc. His focus is on day-to-day account operational activities and processes, coordinating with the Senior Advisor, team, and platform providers in handling client inquiries and service transactions. His goal is to provide professional client support through steadfast service and clear communication.  He acquired his S.I.E. license in 2023 and has started study in preparation for the Series 65. 

Jack is a Bay Area native. He graduated from Sacred Heart University in Fairfield, Connecticut, with a Bachelor of Science in Finance. While there, he was an Executive Board member for his fraternity, Delta Tau Delta, and an intramural football champion. Jack’s introduction to business finance was as an intern at an accounting firm, where he was assigned to work on an audit project with the head of finance at The Shanti Project; a large non-profit located in San Francisco.   

Traveling, hiking with his ‘pet pal’ Dre, and skiing whenever it snows in Tahoe, are Jack’s top-three favorite past times. Always the sports enthusiast, he enjoys following sports news, especially basketball.

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Dakota Diez

Intern/Admin. Assistant

Dakota is the Administrative Assistant for The Blakeley Group team. He provides administrative and operational support, with his primary responsibility being to create an effective work environment for the Wealth Manager. He manages the CEO's daily schedule, handles phone communications, organizes presentation materials for meetings, and processes same-day client requests.
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Dakota is a native of the Bay Area and has prior customer service experience at Helm of Sun Valley, an outdoor sports shop in San Jose, and in the bike sales and service department at Target. He is an outdoor enthusiast and enjoys skiing, biking, and hiking whenever he has the chance. Currently, he is an undergraduate student at San Jose State University and is pursuing a degree in Business Administration. He is set to graduate in 2024.

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The Blakeley Group, Inc.

  •   2804 Mission College Blvd., Suite 205, Santa Clara, CA 95054
  •   (408) 459-4911
  •   info@theblakeleygroup.com
DISCLAIMER: The Blakeley Group, Inc. is a registered investment adviser in California, Oregon, and Washington State.  The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

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