Billy A. D. Blase

WORK HISTORY

EDUCATION

SKILLS

ABOUT BILLY A. D. BLASE

Billy A.D. Blase is a Senior Wealth Advisor at Focus Partners Wealth in Los Angeles, CA. As a former professional ice hockey goalie, he focuses on providing wealth management solutions to professional athletes, entertainment professionals, and like-minded driven entrepreneurs in the Los Angeles area. Together with his partners, he helps affluent clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets are not unjustly taken and magnifying the impact of charitable gifts.Billy joined the Colony Group in 2022 and serves approx. 50 clients who have entrusted him more than $500 million in assets. He uses a consultative process to gain a detailed understanding of his clients’ deepest values and goals. He then employs customized recommendations designed to address each client’s unique needs and goals beyond simply investments. Successful individuals and families work with Billy to: Develop and implement a comprehensive wealth management plan to help them reach their financial ambitions. Make smarter decisions in today’s uncertain political, economic, & social environment. Obtain an independent second opinion from a top financial advisor in their community. Previously, Billy spent eight years as a financial advisor at top financial institutions such as Deutsche Bank, Merrill Lynch, and Citibank. Outside of the office, he serves as the Emergency Backup Goalie to the Los Angeles Kings in the NHL and remains actively involved in the sport playing in a weekly celebrity hockey league in LA.