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.
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Other articles filed under San Diego CFP Team Posts
VIDEO: Building Your Nest Egg and Quality of Life
June 26, 2017 - [embed]https://youtu.be/WekEo9DCpXI[/embed] Your nest egg can determine your quality of living into your retirement years. Partner and San Diego Financial Planner, Ken Cortlett, CFP® explains how we factor your nest egg into planning and growing your probability of success.
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Purchasing Real Estate in San Diego: America’s Finest City
June 19, 2017 - When you put it out into the universe that you’re interested in purchasing real estate in San Diego you begin to hear a lot of opinions. Your spouse may be quick to rattle off a lengthy “wants” list. You’ve been...
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VIDEO: The WorthPointe Peace of Mind
May 22, 2017 - [embed]https://www.youtube.com/watch?v=jTvE7m5EnMI[/embed] What’s different about WorthPointe? We measure value by client satisfaction and progress towards your goals. Get to know WorthPointe from Partner and San Diego Financial Planner, Ken Corlett, CFP®.
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So, You Just Won the Lottery; Now What?
May 21, 2017 - Successfully managing a financial windfall We’ve all heard the stories, if not firsthand, at least in various news reports and anecdotes. Some “lucky” person picks the winning numbers; prances before the cameras in what can only be described as a media...
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Video: FinTech and the Human Touch
April 5, 2017 - [embed]https://www.youtube.com/watch?v=GfTqvWEckck[/embed] WorthPointe is a progressive firm. What makes us different is using the latest financial technology to augment our attentive advisors, not replace them. Watch San Diego Financial Planner Ken Cortlett, CFP® talk tech.
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