Blake Barbosa

Blake Barbosa is a committed CERTIFIED FINANCIAL PLANNER^® who works with successful professionals, pre-retirees and retirees. He helps to identify their financial objectives and provide clarity on how to optimize their financial opportunities to achieve their goals.

Blake believes that most people can have a comfortable lifestyle, “dream retirement” and peace of mind if they take the time to understand their current financial situation and implement steps to optimize their results. This is accomplished through a holistic financial planning approach that is customized to each individual client.

Blake has been in the financial services industry since 2013. He attended the University of Massachusetts Dartmouth and earned a bachelor’s degree in Finance. Blake continued his professional education at Bryant University where he studied the CERTIFIED FINANCIAL PLANNER^® (CFP^®) designation curriculum. He later completed the “Retirement Income Certified Professional” (RICP^®) and “Wealth Management Certified Professional” (WMCP^®) designation programs offered through The American College of Financial Services.

Blake is an active member of several industry groups, including The Financial Planning Association, National Association of Insurance and Financial Advisors, and was a board member of the Bristol County Estate Planning Council.

Blake enjoys volunteering his time as a Big Brother with the Big Brother Big Sister of Massachusetts Bay organization.

Blake lives in Dartmouth, MA with his wife Lindsey and their daughters Tenley and Laurel. During his time off, Blake enjoys spending time with his family, traveling, and playing golf.