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
Continue Reading
Other articles filed under San Diego CFP Team Posts
Why Californians Need to Be Ahead of the Game
September 10, 2018 - We all have love for California but as one of the highest tax states, residents often could improve their financial situation by being proactive rather than reactive. Anthony G. Ferreira, Partner and Financial Planner at WorthPointe’s San Diego office, comments...
Continue Reading
A Typical Day at WorthPointe
August 21, 2018 - Anthony G. Ferreira, Partner and Financial Planner, breaks down the bulk of his workload and sheds light on his ability to service clients both inside and outside the office.
Continue Reading
Can The Lottery Ruin Your Life?
August 6, 2018 - “For most people who win the lottery, it actual ruins their life.” Charles Stanley has decades of financial planning experience. He’s seen a little bit of everything when it comes to personal finance. Wealth building is a mindset that is...
Continue Reading
Trust Basics
August 2, 2018 - Lots of people talk about trusts and while there are multiple reasons why you may want to consider setting one up, understanding exactly what a trust is and does isn’t always clear. Our own Charles L. Stanley, WorthPointe Partner and...
Continue Reading
Built for Collaboration
July 19, 2018 - WorthPointe is unique for many reasons and one of them is for its collaborative business model. Similar to a law practice, our financial planners and staff work towards the same common goal. Learn more about how our business model stands...
Continue Reading
