PLANNING DONE WELL.

 

Drawing from a deep pool of resources and tools to provide refreshment
 to your financial life, Blake Gallion, Certified Financial Planner, is here
 to personally serve you.

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I’m independent.

By being independent I can serve you in the way I feel is best for you, without being tied to any specific product or solution. As a Certified Financial Planner, you hire me to guide your finances and to look out for your best interest.

 

I take a team approach.

Part of my job is to be a specialist in certain areas and a generalist in many others. I am well aware that I can’t be an expert in everything related to this field. I have aligned myself with many key affiliations that provide continued education, expertise, support, resources and collaborative environments to allow me to continually provide the best advice possible.

 

Check the background of this investment professional on : 

FINRA's BrokerCheck

Passionate about serving people.

I’m privileged to do what I love, having an ability to make a positive financial impact for families. 

I incorporate faith-based principles in my advising. I’ve served on boards of non-profits, 

taught financial courses in various settings and served as Treasurer at my church.

I think my wife Rachael and kids, Avery and Tanner, are absolutely amazing!

 

Bachelors of Science – Economics/Management Science – University of CA, San Diego

Certified Financial Planner – following the Fiduciary Standard to always put client’s best interest first.

FINANCIAL 

PLANNING

 

Customized – Thorough – Relevant

Utilizing time-tested principles with an up to

date approach. Serving families with more

traditional planning needs as well as unique

needs of those widowed or divorced, business

owners, real estate investors, entrepreneurs,

and athletes.

Purposeful – Effective – Efficient

Portfolios are built utilizing well researched institutional quality managers selected based on each client’s objectives while managing for costs and taxes. Many investments utilized are restricted, available only through qualified Financial Advisors.

INVESTMENT 

MANAGEMENT

VIEW YOUR

STATEMENTS

VIEW YOUR

PLAN

Enter your text here

Enter your text here

PLANNING DONE WELL.

 

Drawing from a deep pool of resources and tools to provide refreshment to your financial life, Blake Gallion, Certified Financial Planner, is here to personally serve you.

Scroll

FINANCIAL 

PLANNING

 

Custom – Thorough – Relevant

Utilizing time-tested principles with an up to date approach. Serving families with more traditional planning needs as well as unique needs of those widowed or divorced, business owners, real estate investors, entrepreneurs, and athletes.

Purposeful – Effective – Efficient

Portfolios are built utilizing well researched institutional quality managers selected based on each client’s objectives while managing for costs and taxes. Many investments utilized are restricted, available only through qualified Financial Advisors.

INVESTMENT 

MANAGEMENT

Passionate about serving people.

I’m privileged to do what I love, having an ability to make a positive financial impact for families. 

I incorporate faith-based principles in my advising. I’ve served on boards of non-profits, 

taught financial courses in various settings and served as Treasurer at my church.

I think my wife Rachael and kids, Avery and Tanner, are absolutely amazing!

 

Bachelors of Science – Economics/Management Science University of CA, San Diego

 

Certified Financial Planner – following the Fiduciary Standard to always put client’s best interest first.

I’m independent.

By being independent I can serve you in the way I feel is best for you, without being tied to any specific product or solution. As a Certified Financial Planner, you hire me to guide your finances and to look out for your best interest.

 

I take a team approach.

Part of my job is to be a specialist in certain areas and a generalist in many others. I am well aware that I can’t be an expert in everything related to this field. I have aligned myself with many key affiliations that provide continued education, expertise, support, resources and collaborative environments to allow me to continually provide the best advice possible.

 

Check the background of this investment professional on : FINRA's BrokerCheck

 

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VIEW YOUR

REPORTS

VIEW YOUR

PLAN

VIEW YOUR

STATEMENTS

VIEW YOUR

REPORTS

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Advisory services offered through Arbor Point Advisors. Securities offered through Securities America, Inc., Member FINRA/SIPC. Arbor Point Advisors and Securities America are separate companies. CA Insurance #0E88557

 

Advisory services offered through Arbor Point Advisors. Securities offered through Securities America, Inc., Member FINRA/SIPC. Arbor Point Advisors and Securities America are separate companies. CA Insurance #0E88557