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
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The Morgan Report 2019 Q1 Review: Top Gun Reboot & Investment Landings
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How Allison’s Business Leadership Earned Her Partnership
March 18, 2019 - We are pleased to announce that our COO Allison Blake, who manages daily operations and supports the long-term growth of the firm, was recently made a partner at WorthPointe. Leading from the Front Every firm needs a solid leader at...
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WorthPointe Team Members Rise to Partnership
March 13, 2019 - Allison Blake and Brooks Morgan rise from entry-level to leadership Allison Blake, Chief Operating Officer and Chief Compliance Officer in San Diego, and Brooks Morgan, Portfolio Manager and Lead Advisor in Austin, have been made partners at WorthPointe. Their intentional...
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What Attracted our Advisors to WorthPointe?
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