Blake Sciera

Blake Sciera serves as a Junior Client Associate at Walled Lake Planning & Wealth Management, where he supports the team in delivering data-driven financial strategies for clients. He prepares detailed performance reports and other material ahead of client meetings, ensuring conversations are backed by insightful analysis. Blake also works closely with the tax team to assist with returns and pro formas, contributing to effective tax planning. His goal is to empower clients by helping them develop financial strategies that enhance their lives and wealth.

Current Book:

Rise and Kill First by Ronen Bergman

Recent Trip:

Hiking trip to the Michigan U.P.

Favorite Locale:

Dublin, Ireland

Favorite Books:

The Four Agreements by Don Miguel Ruiz

Professional & Personal Journey

Blake’s path to finance began at the age of 19, when his initial pursuit of physical therapy shifted dramatically during the Covid lockdown in 2020. During that time, he launched a successful sports memorabilia e-commerce business, which sparked his passion for understanding market trends, customer relations, and the psychology of buying decisions. Realizing he wanted a career that not only benefited him but also positively impacted others, Blake immersed himself in financial planning and investing, driven by a desire to help people achieve their financial goals.

Originally from Tinley Park, IL, Blake recently relocated to the Fulton Market area. He continues to expand his expertise and is working toward becoming an Enrolled Agent (EA) to provide more comprehensive tax planning services. With an eye on the future, Blake also aspires to earn his Certified Financial Planner (CFP) designation, enabling him to offer clients well-rounded financial guidance.

Practice Areas:

Tax Planning

Administration

Interesting Articles:

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