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 planners have every opportunity to help our clients succeed. Congratulations, Allison! You deserve it.
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 San Diego CFP Team Posts
Are investors only rewarded when one party holds the White House?
October 22, 2020 - WorthPointe advisor Morgan Smith has created a three-part video series around the topic of investing and presidential elections. In the second episode, the focus is on long-term investors: fact or fiction— the stock market only rewards long-term investors when a...
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How do presidential elections affect the market?
October 20, 2020 - WorthPointe advisor Morgan Smith has created a three-part video series around the topic of investing and presidential elections. In the first episode, the focus is on the market: fact or fiction— market returns are negative during the year of a...
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The Morgan Report Q3 2020 Review – Get Your FAANG’s Out?
October 14, 2020 - Our experiences are not only, by definition, our lives; they shape our outlook on our future potential and everything around us. Recent negative experiences can hold us back from achieving those things we want to accomplish in life—sometimes temporarily, or...
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WorthPointe Advisor Talks Financial Resilience on Podcast
September 14, 2020 - WorthPointe advisor Morgan Smith was recently featured on the podcast, Brilliantly Resilient, speaking on the topic of How to Be Financially Resilient in COVID-19 & More. In addition to discussing his recently published book, Generation Squeezed: A Holistic Guide to...
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The Morgan Report Q2 2020 Review: Walking The Dog
July 17, 2020 - Why does it seem like the investment markets rarely do what you want or expect them to do? It’s like walking a dog. Imagine someone walking a straight line down the sidewalk and hoping the dog will follow the same...
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