Michael V. Blank

Partner

Professional Details

• 23+ years investment management experience
• BA, Sociology – University of California at Santa Barbara
• Affiliated with Wells Fargo Advisors Financial Network since 2022
• Formerly Senior Vice President / Senior Financial Advisor with Wells Fargo Advisors, Financial Advisor with WM Financial Services and UBS Wealth Management
• Series 7, 66 registrations, variable annuity and life insurance licensed CA Insurance License 0D48109 Resident State CA

Upon entering the University of California at Santa Barbara, I set out to become a high school teacher. While pursuing my degree, I worked at a law firm specializing in estate planning and business litigation. It was there that I gained firsthand insight into the importance of holistic investment planning, and how thoughtful investment strategies could help empower families and business owners. Though my passion for education remained, I saw an opportunity to bring that same desire to teach into the world of wealth management.

After graduation, I began my career as a Financial Advisor with UBS Wealth Management in Encino, California. I was part of the training program in Weehawken, New Jersey that began on September 10, 2001. The events of September 11th, which I witnessed from an office just across the Hudson River, profoundly impacted me. Coupled with the dot-com bubble burst, the 2002 market downturn, the 2008 global financial crisis, and the COVID-19 pandemic, these events underscored the critical role of prudent asset management and client education in achieving long-term financial stability.

In 2007, I joined Wells Fargo Advisors in Ventura County, where I spent 17 years building a personalized, client-focused investment practice. Over time, I envisioned a model that allowed for more independence, deeper client relationships, and greater flexibility. That vision came to life in 2022 when I joined Westlake Private Wealth Management.

Today, I work with a select group of families, individuals, and business owners navigating major life transitions—retirement, the sale of a business, the loss of a loved one, or divorce. I’ve learned that the best outcomes come from asking the right questions and truly listening to the answers. Through thoughtful consultations, I help clients establish measurable goals, address concerns, and prioritize needs. From there, I craft and implement customized investment strategies using a broad range of solutions including equities, fixed income, ETFs, mutual funds, and separately managed accounts.

I currently live in Thousand Oaks with my wife Christine and our four children—Jalen, Zoey, Neala, and Esme. Outside of work, I’m passionate about travel, personal fitness, and the natural beauty of the Conejo Valley. Whether it’s running local trails or lifting weights at the gym, I find balance and inspiration in staying active.