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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May
15

WorthPointe Featured on Best Austin Financial Planners List

posted on May 15th 2017 in Austin CFP Team Posts with 0 Comments

WorthPointe Named Top Austin Financial Planner

The Austin Business Journal recently featured WorthPointe on their list of top Financial Planning Firms in the Austin area that they released earlier this month. The 2017 list of financial planning firms was open to comprehensive financial planners with offices in the Austin area. We’re proud to provide support the Austin community with comprehensive and […]

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Apr
04

WorthPointe Named Among Top San Diego Financial Planners

posted on April 4th 2017 in San Diego CFP Team Posts & WorthPointe News with 0 Comments

We are thrilled to be named one of the top 10 Best Financial Advisors in San Diego by AdvisoryHQ. AdvisoryHQ independently researches the list and does not accept nominations. The information they share with is unbiased; they do not receive any compensation or incentives to list a financial advisor in San Diego, California, in any […]

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Feb
01

Scott O’Brien Named Five Star Wealth Manager Again for 2016

posted on February 1st 2016 in Austin CFP Team Posts & WorthPointe News with 0 Comments

Austin Financial Planner and Partner Scott O’Brien, CFP® has once again been named a Five Star Wealth Manager by Five Star Professional. Five Star Professional conducts research to help consumers with the important decision of selecting a service professional. The Five Star award is presented to wealth managers and other professionals in 45 markets in […]

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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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