Blake Calligaro CFP®, ChFC®, RICP®
Blake brings deep financial planning expertise and a client-first approach to Pinecrest Wealth Advisors. As a CFP®, ChFC® and RICP®, he complements the firm with experience across comprehensive financial planning, investment and retirement strategies, tax-efficient planning, risk management, estate planning and education funding.
Blake works with clients at every stage—from young professionals building their financial foundation to families growing wealth and retirees protecting what they’ve built. His approach is simple: make complex financial decisions easier to understand, provide practical guidance, and help clients stay focused on the long term.
His commitment to education, transparency and disciplined decision-making aligns naturally with Pinecrest’s personalized approach to wealth management and expands our ability to serve clients as their needs evolve.
Outside the office, Blake brings that same discipline to ultrarunning and weightlifting and enjoys international travel and golf.
