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
Morgan Smith Named Finalist for San Diego Veteran and Military Entrepreneur Award
October 8, 2017 - Morgan Smith has been named a finalist for San Diego Business Journal’s Military & Entrepreneur Awards. This new awards program and educational conference will be held at the Hyatt Regency La Jolla at Aventine, 3777 La Jolla Village Drive, on...
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Property Tax Savings for California Seniors (55+)
September 25, 2017 - You may not consider your 55th birthday as a milestone, however, there may be more reason to celebrate than you think. At the age of 55, several options for tax savings become available for those considering selling and repurchasing real...
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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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