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Tony Blagrove (CFA, CFP®)

Tony Blagrove focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Additional Information

Tony Blagrove is the CEO and founder of Traveka Wealth, LLC and leads the company in delivering outstanding service and guidance to all the firm’s clients. Before starting Traveka Wealth, Tony was a Vice President at Goldman Sachs Personal Financial Management in Menlo Park, CA, where he oversaw the Silicon Valley office. Prior to that, Tony was a Managing Director with United Capital Financial Advisors in Los Altos, CA. Tony began his financial advisor career in 2007 working at a boutique registered investment advisor (RIA) Bedrock Capital. Tony earned his bachelor’s degrees in finance and economics from Santa Clara University in the spring of 2006. He is a Chartered Financial Analyst (CFA) charter holder and a Certified Financial Planner (CFP®) as well as a member of the Financial Planning Association. Tony lives in San Jose with his amazing wife Lannie and two young children, Audrey and Owen. Tony was raised in Seattle where he developed a passion for the outdoors. In his free time, he can be found camping, backpacking, and climbing mountains and sleeping on the ground with his family. He also enjoys a good road trip to explore the beautiful state of California.

NAPFA Start Date

January 04, 2024

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

175 S. San Antonio Road Suite 101 Los Altos, CA 94022 Phone: (650) 397-2395
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