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 ahead of the curve when it comes to working from home—something that’s been an option for advisors since 2012. Read the whole article here.
Allison Blake CM, AA is Chief Operating Officer for WorthPointe. Allison has over 17 years of broad-based business experience in finance and human resources, more than 14 of which have been in the financial services industry. Learn more and/or Contact Allison
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Other articles filed under WorthPointe News
The Morgan Report Q1 2021 Review – An Advocate for Your Values
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WorthPointe Named One of the 12 Best Financial Advisors in San Diego
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The Morgan Report Q4 2020 Review – Lessons Learned
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NAPFA Advisor Magazine Showcases WorthPointe’s Story
November 12, 2020 - 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,...
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Financial Advisor Magazine’s 2020 RIA Ranking Has WorthPointe at #416 of 715 firms
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