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 Q2 Review: The Elegant Retirement Strategy
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Why We Love Volunteering at the Ronald McDonald House
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We’re Glad to Be Among AdvisorHQ’s Top Financial Advisors in San Diego
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The Morgan Report 2019 Q1 Review: Top Gun Reboot & Investment Landings
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