About

Let’s Plan Your Financial Future

Est 1988

Who We Serve

BLARKROCK is a financial services firm dedicated to helping clients navigate complex financial decisions with confidence. We combine strategic insight, disciplined execution, and personalized service to deliver solutions aligned with your long-term objectives. Our advisors bring deep industry knowledge and a commitment to integrity, ensuring every recommendation is made with your best interests at heart.

  • Individuals & Families
  • High-Net-Worth Clients
  • Business Owners & Entrepreneurs Professionals & Executives, Retirees & Pre-Retirees

Our Team

Whether you’re planning for retirement, growing your wealth, or managing a business, we’re here to help.

Bernard Loeb

Chief Executive Officer

ballmer Giannini

Financial Adviser

Jeremy Griffin

CTO

Carl Dalio

Financial Adviser

Clients

We design and manage portfolios tailored to your goals, time horizon, and risk tolerance.