About Muriel

Muriel Blake is a Certified Financial Planner™, Investment Advisor Representative and licensed Stock Broker. She has been providing prudent investment advice and retirement solutions in Los Angeles and the surrounding areas for over 30 years.

 

Muriel has been recognized by the Five Star Award as seen in Los Angeles Magazine. This award is given to wealth managers who are rated highest in overall client service and satisfaction, peer recognition, industry expertise and professional achievement. Muriel is much attuned to her clients’ needs, taking time to listen to their concerns and thoroughly exploring their goals before designing an investment. Her extensive and broad experience in the financial arena makes her an ideal advisor for anyone seeking guidance in this field. Muriel has been honored by being included in the Washington, D.C.’s Consumer Research Council’s prestigious “Guide to America’s Top Financial Planners” awards.

 

Muriel graduated Queens College, City University of New York with a BA, obtained an MA from Temple University, an MSW from Berkeley and completed her Ph.D. studies from the American School, ABD. Muriel was conferred with the CFP™ designation by the International Board of Financial Planners in 1985. Prior to entering the financial planning area, she was a professor of Psychology, both at Queensborough Community College and Downstate Medical School in N.Y.C.

 

More recently, Muriel has conducted financial planning seminars for the faculty at California State University, Los Angeles, and most recently, a Long Term Care presentation for the “Wise & Healthy Again” organization of Santa Monica. She is a sought after guest speaker, panelist and financial coach. She also maintains an interdisciplinary advisory team with professionals from legal, tax and estate planning areas. Ms. Blake is an independent financial planner, and President of her own corporation, WealthBuilders, Inc. She is a member of the Professional Association of Financial Consultants (PAFCO), which, in existence for 3 decades, is an organization limited to financial advisors specializing in retirement planning who have achieved noted recognition by the Financial Investment industry over three decades.

 

 

Consumers Research Council - 2013

 

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She is the former Chief Financial Officer of the International Association for Financial Planning and also is a member of the Los Angeles Chapter Financial Planning Association and the National Tax Sheltered Annuity Association and National Association of Women Business Owners. Not only does she hold a CFP™, but she is also a licensed insurance agent and stock broker. The unique combination of her education and wide breadth of experience has given Muriel exceptional insight and an ideal preparation for the field of Personal Financial Planning. She brings a host of knowledge and experience to every client, employer and organization.

 

Muriel is a registered representative, stockbroker and associate registered investment advisor through GWN Securities Corp., a registered Broker/Dealer and member of FINRA/SIPC.

 

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Muriel Blake with husband, John Larkin, at Heavenly Mountain, Lake Tahoe

 

(800) 872-7748

(310) 391-3921