Blake Freeman, MBA

Title: 

President, Sr. Financial Advisor

Address: 

1850 Mt. Diablo Blvd, Suite 225,
Walnut Creek, CA 94596

LinkedIn: 

Business portrait of Blake Freeman

As founder and President at Be Free Wealth Management, Blake Freeman strives to provide a calming presence that helps his clients see the forest from the trees by connecting their long-term goals with their day to day financial decision making. By listening to and synthesizing complex strategies for his clients, Blake helps to provide them control of their behavioral tendencies and emotions to stay on the path to financial success. Blake takes pride in being an advocate for his clients as well as their financial advisor.

Always striving to do better, Blake pioneered Be Free Wealth Management to meet the direct needs of his clients and customize a top-notch service model. During his 20-year career prior to that, he built proficiencies in thoughtful guidance, asset management, and foundational planning at Wells Fargo Bank and Wells Fargo Advisors. He backs all of this up with an MBA in Financial Planning from California Lutheran University and BA in Psychology from UC Santa Barbara. The industry took notice, Blake was named Platinum Council in 2019, 2020 and 2021.

Blake is a big believer in financial literacy for the next generation and believes that every great investment plan starts with an educated and informed client. After growing up in Marin County and living in Santa Barbara, he and his wife Ashley are now thrilled to be raising son Mason and daughter Olivia in Danville. Blake and his family are avid sports fans and outside of the office you’ll find them routinely bustling back and forth from family activities to social events. In addition to spending time with friends & family, they especially enjoy taking advantage of the culture and activities available to them in the Bay Area!

The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures.. Platinum Council levels are based on the previous calendar year's gross revenue and are defined as follows: Diamond - Top 15 Financial Advisors, Ruby - Top 2% (including Diamond recipients), Emerald - Next 5%, and Sapphire - Next 8%.

Business portrait of Blake Freeman

As founder and President at Be Free Wealth Management, Blake Freeman strives to provide a calming presence that helps his clients see the forest from the trees by connecting their long-term goals with their day to day financial decision making. By listening to and synthesizing complex strategies for his clients, Blake helps to provide them control of their behavioral tendencies and emotions to stay on the path to financial success. Blake takes pride in being an advocate for his clients as well as their financial advisor.

Always striving to do better, Blake pioneered Be Free Wealth Management to meet the direct needs of his clients and customize a top-notch service model. During his 20-year career prior to that, he built proficiencies in thoughtful guidance, asset management, and foundational planning at Wells Fargo Bank and Wells Fargo Advisors. He backs all of this up with an MBA in Financial Planning from California Lutheran University and BA in Psychology from UC Santa Barbara. The industry took notice, Blake was named Platinum Council in 2019, 2020 and 2021.

Blake is a big believer in financial literacy for the next generation and believes that every great investment plan starts with an educated and informed client. After growing up in Marin County and living in Santa Barbara, he and his wife Ashley are now thrilled to be raising son Mason and daughter Olivia in Danville. Blake and his family are avid sports fans and outside of the office you’ll find them routinely bustling back and forth from family activities to social events. In addition to spending time with friends & family, they especially enjoy taking advantage of the culture and activities available to them in the Bay Area!

The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures.. Platinum Council levels are based on the previous calendar year's gross revenue and are defined as follows: Diamond - Top 15 Financial Advisors, Ruby - Top 2% (including Diamond recipients), Emerald - Next 5%, and Sapphire - Next 8%.