Blake A. Morlet is a Financial Adviser with Invicta Financial Group, an independent, fee-for-service financial services firm.
Invicta Financial Group, d/b/a of BDT & Associates, Inc., was founded in 2008 and continues to successfully assist their clients in learning and maintaining balance in their financial lives, maintaining discipline, and fostering trust between themselves and their clients.
Blake is passionate about guiding families and business owners to achieve success today and in the future, ensuring clients are adequately prepared to truly enjoy life for the reasons that are important to them. Utilizing our professional team and the highest fiduciary standards, he continues to impact the lives of many clients through continued superior service.
Blake earned a Bachelor of Science in Organizational Leadership, with a concentration in Business Management from Chapman University in Orange, CA.
Blake has 13 years of business leadership experience in the technology, real estate and financial industries. In 2018, he transitioned his career into the financial services industry and joined Invicta Financial Group, serving clients across the nation.
Employment History:
- 2010-2018 – Avalon Management – Senior Manager
- 2018-present BDT & Associates – Financial Advisor
Education:
- 2010 – Chapman University; B.S. Organizational Leadership
Professional Designations:
- Life and Health Insurance Licenses
- Series 65 - Uniform Investment Adviser Law
Hobbies:
Blake enjoys raising his children, new technology, bow & rifle hunting and giving back to the community.