Daniel Blakey

Daniel partners with clients to provide thoughtful investment advice and comprehensive financial planning. He works closely with families on building and managing tax-efficient portfolios, while also advising on broader planning strategies such as wealth transfer, estate structuring, and insurance optimization. He has expertise in developing disciplined divestment strategies for individuals with concentrated equity positions, including those resulting from equity compensation.

Daniel brings over a decade of experience helping clients navigate complex financial decisions. He joined Baker Street Advisors in 2019 after relocating to San Francisco from Seattle. Prior to joining the firm, he advised clients at a registered investment advisor, where he specialized in investment management and financial planning for small business owners, including retirement plan design and exit planning.

Daniel earned his CFA charter in 2026 and his CFP® designation in 2018. He graduated cumlaude from Pepperdine University with a Bachelor of Arts in Business Administration.

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