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 planners have every opportunity to help our clients succeed. Congratulations, Allison! You deserve it.

about the author: Allison Blake CM & AA

Allison Blake CM, AAAllison 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

Continue Reading

Other articles filed under San Diego CFP Team Posts

The Morgan Report 2019 Q2 Review: The Elegant Retirement Strategy

July 19, 2019 - Elegance can be defined as having the following characteristics:  Pleasing Innovative Simple As a thought experiment, ask yourself how many of these characteristics embody your life today? Then ask yourself if this what you want your life to be —...
Continue Reading

Why We Love Volunteering at the Ronald McDonald House

June 12, 2019 - We absolutely savor the times we volunteer at the Ronald McDonald House. It’s a great opportunity to get together as a team and give back to our community. “Life is More than Money” It’s easy to forget sometimes, but these...
Continue Reading

We’re Glad to Be Among AdvisorHQ’s Top Financial Advisors in San Diego

May 10, 2019 - We recently announced that AdvisorHQ recognized our Austin team and now we’re excited to see WorthPointe listed among its Top Financial Advisors and Wealth Management Firms in San Diego. We know how difficult it can be to find an advisor...
Continue Reading

The Morgan Report 2019 Q1 Review: Top Gun Reboot & Investment Landings

May 3, 2019 - Step back. What’s the goal of your investment and financial strategy? It should be to land successfully at a given point. But it’s hard to visualize and harder to execute; you might think it’s nearly impossible due to the many...
Continue Reading

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...
Continue Reading

Return to Blog Home