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Our clients enjoy access to a wealth of our continuously updated insights and educational resources. 

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As passionate communicators and educators, we offer a variety of programs for our clients and community.

Curated Providers

Our Lifestyle Services team embodies our mission by finding bespoke, highly qualified partners to be a resource for you every step of the way.

Institutional Services

The impact you make now, and in the future, depends on partnering with a team prepared to help you fulfill your higher mission. Focus Partners Institutional provides high-value solutions from a client-centered team dedicated to fiduciary excellence. Our goal is to be your trusted partner, serving all of your institutional investment needs now, and in the years ahead.

Retirement Plan for Businesses

Retirement plans are an important part of your business. Finding the right fiduciary partner is critical to your success. You've come to the right place, because our team is passionate about our work and fully focused on retirement plans so you can focus more on everything else.

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Billy Blase

MBA, ChFC®

Senior Wealth Advisor

Billy Blase

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Billy Blase

Professional Certifications

  • MBA – Master of Business Administration
  • ChFC® – Chartered Financial Consultant®

About Billy

Billy Blase is a Senior Wealth Advisor at Focus Partners. He brings nearly 7 years of experience as a financial advisor. Billy focuses on providing holistic advice with no investment banking, no proprietary trading, no in‑house products, and fair fees to help clients execute on their unique personal goals.

Billy has a background as a professional ice hockey goaltender. He has a passion for working with clients as if they are fellow teammates, helping them identify, map out, and be alongside them throughout the journey – aiding them in course-correcting when need be.

Before joining Focus Partners, Citibank recognized him for achieving rapid growth by utilizing his innovative approach to delivering strong client service, putting their needs first, and exploiting his wealth planning expertise every day in the service of others. His distinct approach to wealth management has solidified throughout the financial services sector as a visionary and creative leader.

Billy graduated from Yale University in 2010, received his MA from SciencesPo Paris, and his Executive MBA from the University of Southern California Marshall School of Business in 2021.

In his spare time, He serves as the Emergency Backup Goaltender for the Los Angeles Kings in the NHL and plays in a weekly celebrity hockey league. He is a native of Santa Monica, CA.

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