ALLISON BLAKE, CM & AACHIEF OPERATING OFFICER SAN DIEGO, CA
Allison Blake joined WorthPointe in 2007 and she immediately made a positive impact on the business. A decade later, she continues to be key to WorthPointe’s daily and long-term operations. With over two decades of broad-based experience in finance and business, Allison was the perfect person to help WorthPointe grow into the company that it is now.
Part of her love for working here is the strong spirit of collaboration, trust, and independence that unites all of the WorthPointe offices. Allison maintains regular communication with the staff and partners to address and anticipate needs. She also oversees various HR issues as they arise, including resource planning, recruiting, hiring, employee relations, compensation, and benefits.
After hours, Allison loves cooking for her husband and children every night. She especially enjoys creating fixer-upper challenges for herself around the house — she recently redid the floors in her office! Her family has an affinity for animals, and dogs, cats, chickens, goats and a pig can be found roaming the grounds. Allison dedicates time to Girl Scouts as an official Leader, proud of the organization’s emphasis on teaching girls how to be business-savvy, independent, assertive, and compassionate towards themselves and others. She volunteers on the board of The Special Liberty Project, which serves combat wounded veterans. She also helps out at the Ronald McDonald House whenever she can.
Recent Writings by ALLISON
NAPFA Advisor Magazine Showcases WorthPointe’s Story... by ALLISON BLAKE
Independent Advisors: Do You Have Freedom Or Are You Drownin... by ALLISON BLAKE
Does Your RIA Support Your Entrepreneurial Spirit?... by ALLISON BLAKE