Dick founded The Blakeley Group in 2009. As the Chief Executive and Compliance Office, he is personally committed to offering a uniquely personal client service experience to individuals and their families based on the fiduciary standards of always putting the interest of the clients first .
Dick is dedicated to providing investment strategies that help clients integrate and meet their life and financial goals and priorities. A skilled financial professional with 30 plus years of client service experience, he started as a stock broker at Payne Weber. In 1980 he moved to Smith Barney where he led an 18 member team, The Blakeley Group at Smith Barney, and developed the first West Coast Team in Corporate Services. He left the firm in 2007 and became a founding member and President of Concert Wealth Management before starting The Blakeley Group two years later.
Dick grew up in New Mexico. He was a national merit scholar at New Mexico Institute of Mining and Technology and attended UNM focusing on math & music before joining the U.S. Marine Corp and attending the US Naval Academy.
Joining his brother living in California at the time, Dick moved to Santa Clara County in 1976. He appreciates the natural beauty of the state and feels fortunate to live in Silicon Valley, where fresh ideas, innovative technologies, and new opportunities thrive. At home Dick relaxes in the kitchen, and enjoys sharing his culinary skills with family and friends whenever the opportunity arises.
