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
WorthPointe Recognized in Financial Advisor Magazine’s 2021 Registered Investment Advisor Rankings
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The Morgan Report Q2 2021 Review – Invest in Coffee!
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WorthPointe on the Barron’s 2021 Top Advisor Rankings by State
May 4, 2021 - We are excited to once again be named to the Barron’s Top Advisor list—this time for 2021. The Barron’s list is ranked by state and you can find us under Christopher Van Slyke, our founder in Wyoming, although our team...
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The Morgan Report Q1 2021 Review – An Advocate for Your Values
April 19, 2021 - The last year has been full of challenges that negatively affected our lives. As individuals and families, we’ve had to adjust and be resilient—qualities that will not only help us be successful in life, but in investing as well. The...
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WorthPointe Named One of the 12 Best Financial Advisors in San Diego
January 28, 2021 - We are excited to announce that WorthPointe has been selected among the 12 Best Financial Advisors in San Diego for 2020-2021 by AdvisoryHQ. We believe these types of awards are such a testament to the quality support our advisors bring...
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