Blake Feindel
Sr Wealth Advisor at Dark Horse Private Wealth | Rancho Santa Fe, California, United States
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Blake Feindel, Sr. Wealth Advisor at Dark Horse Private Wealth, brings a wealth of expertise in delivering tailored financial strategies that align with clients’ unique goals and aspirations. Based in Rancho Santa Fe, CA, Blake plays a pivotal role in guiding high-net-worth individuals and business owners across the country through complex financial landscapes. His current focus centers on comprehensive investment management, integrating alternative investments such as hedge funds to optimize risk-adjusted returns and diversify portfolios. Blake’s deep understanding of estate tax planning and wealth transfer strategies ensures clients can preserve their legacy while minimizing tax liabilities.
At Dark Horse Private Wealth, Blake is instrumental in developing sophisticated financial plans that encompass estate planning, tax efficiency, and risk management. His expertise in real estate investments complements his broader wealth management approach, allowing clients to leverage diverse asset classes for wealth accumulation and preservation. Blake’s role involves not only advising on traditional investment vehicles but also exploring innovative solutions like hedge funds and alternative investments to enhance portfolio resilience.
With a strong background as a Registered Investment Advisor, Blake emphasizes fiduciary responsibility and transparent client communication. His ability to craft personalized financial plans, combined with his skill in navigating complex estate and insurance strategies, positions him as a trusted partner for clients seeking to grow and protect their wealth. Blake’s commitment to ongoing education and industry best practices ensures he remains at the forefront of financial advisory services, delivering value-driven solutions that meet the evolving needs of his clients.
Sr Wealth Advisor at Dark Horse Private Wealth in July 2024 to Present
Wealth Manager at Presidio Capital Management in May 2021 to July 2024
Founder & Private Wealth Advisor at Centura Wealth Advisory in June 2018 to December 2020
Chief Compliance Officer at Centura Wealth Advisory in April 2018 to December 2020
Private Wealth Advisor at CCG Advisors (San Diego) in December 2013 to July 2018
Relationship Manager at Centara Capital Management Group in July 2008 to December 2013
Financial Planning Associate at Centara Capital Management Group in July 2005 to June 2008
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San Diego State University, Business Management, August 2026
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Investment Planning
Wealth Accumulation
Tax Planning
Risk Management
Investment Management
Alternative Investments
Investment Strategies
Financial Planning
Insurance
Wealth Management
Registered Investment Advisor
Hedge Funds
Estate Planning
Estate Tax Planning
Real Estate
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What is Blake Feindel email address?
Email Blake Feindel at [email protected] and [email protected]. This email is the most updated Blake Feindel's email found in 2026.
What is Blake Feindel phone number?
Blake Feindel phone number is +18587719500.
How to contact Blake Feindel?
To contact Blake Feindel send an email to [email protected] or [email protected]. If you want to call Blake Feindel try calling on +18587719500. (updated on February 16, 2025)
What company does Blake Feindel work for?
Blake Feindel works for Dark Horse Private Wealth
What is Blake Feindel's role at Dark Horse Private Wealth?
Blake Feindel is Sr Wealth Advisor
What industry does Blake Feindel work in?
Blake Feindel works in the Financial Services industry.
Blake Feindel Email Addresses
Blake Feindel Phone Numbers
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