Nov
12

NAPFA Advisor Magazine Showcases WorthPointe’s Story

posted on November 12th 2020 in WorthPointe News with 0 Comments

Downtown San Diego Skyline Buildings At Sunset.

The Practice Profile in the September 2020 issue of NAPFA Advisor features WorthPointe, courtesy of an interview with COO Allison Blake. The wide-ranging piece, titled “It’s a great place to be,” showcases the firm’s investment approach and unique corporate culture, which supports team members personally and professionally. It also highlights the fact that WorthPointe was […]

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Oct
30

Independent Advisors: Do You Have Freedom Or Are You Drowning?

posted on October 30th 2020 in Newsletters & WorthPointe News & Your Financial Advisor with 0 Comments

financial advisor reading.

Many financial advisors have their reasons for going solo. They want to maintain control of client relationships, be their own boss, and increase their earning potential. But somewhere along the way, the excitement wears off. Things get complicated. The tedious task of running your own business sinks in, and you begin to feel overwhelmed.  Sound […]

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Sep
29

Does Your RIA Support Your Entrepreneurial Spirit?

posted on September 29th 2020 in Financial Planning with 0 Comments

Business man and women looking at a piece of paper.

Let me guess… You became a financial advisor because you want to help families secure their financial futures. You envisioned yourself coming to work every day fired up about helping your clients accomplish their dreams.  But you’ve hit a roadblock. The RIA you work for is squashing every ounce of passion you have. You feel […]

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Jun
02

Are You Financially Prepared For A Divorce?

posted on June 2nd 2020 in Your Financial Advisor with 0 Comments

cropped shot of lawyer and client sitting at table with divorce decree and wedding rings.

As life expectancy rises, so do the percentage of divorces later in life. Termed gray or silver divorces, these breakups are often exacerbated by the various transitions that come later in life: empty nests, aging parents, career changes and retirement.  Divorce can be a very costly venture, especially during these times of change, as couples […]

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Nov
13

How Firm Culture Can Drive Success

posted on November 13th 2019 in Your Financial Advisor with 0 Comments

look here, young ambitious salesman offering his goods, service.

We’ve spent a lot of time cultivating a deliberate culture at WorthPointe — going through several iterations to get to where we are today. All the effort we put into the process was well worth it, as we truly believe we discovered the secret sauce that makes our firm a place where advisors can be […]

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Oct
30

Allison Blake Named Among Top List Women Business Leaders in San Diego

posted on October 30th 2017 in San Diego CFP Team Posts with 0 Comments

WorthPointe Chief Operating Officer Allison Blake has been named a top 100 finalist for the 2017 Business Women of the Year Awards! Click here to view the finalists. This event recognizes dynamic women business leaders who have contributed significantly to San Diego’s workplaces and communities. Now in the 24th year, the San Diego Business Journal recognizes these […]

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Nov
08

WorthPointe’s Allison Blake Is Named A Finalist in the Women Who Mean Business Awards

posted on November 8th 2015 in San Diego CFP Team Posts & WorthPointe News with 0 Comments

WorthPointe Chief Operations Officer, Allison Blake is a finalist in the San Diego Business Journal’s Women Who Mean Business Awards. This event recognizes dynamic women business leaders and role models who have contributed significantly to San Diego’s businesses. Allison is a driving force behind much of WorthPointe’s business. Her hard work ensures that our financial […]

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Sep
24

Estate Planning Protects the People You Love

posted on September 24th 2015 in Your Family with 0 Comments

There is a common misconception that estate planning is only for the very wealthy or much older generations. Perhaps the traditional diction used, “estate planning” is the culprit for much of these misconceptions, because most of us may not think of ourselves as having an “estate”. The truth is that anyone can have an estate […]

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