Bill Bockwoldt
Managing Director, Bay Area Office Lead
San Rafael, California
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Sourced professional profile
Blake Barr
Vice President
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Blake Barr joined Wealthspire’s Seattle advisory team in 2024 after a lengthy career at Fidelity Investments. He works with clients on personalized financial plans and investment choices that reflect their circumstances. His background combines financial consulting experience with an earlier career in information technology.
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- Areas of focus
- Financial planning · Investment planning
- Credentials recorded in sources
- CFP®
- Investment minimum
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- Fees & compensation
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- Email source checked
- 2026-09-16 · Published in the linked professional biography.
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- Confirm current details before relying on this listing.
- Portrait source
- Photo matched to official biography · 2026-09-16
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01Which services do you offer for someone with my goals?
02How do your fees and other compensation work?
03Who will I work with, and how often will we meet?
Wealthspire
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Wealthspire offers personalized financial planning and investment management, supported by specialists across its advisory businesses. Its services address executive compensation, life transitions, business succession, estate planning and charitable giving.
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Professional sources reviewed 2026-09-16. Location: Official biography office. Listing does not imply participation, endorsement, or availability for new clients.
Portrait from the linked professional or editorial source. Rights remain with the original owner.
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