There is not a one-size-fits-all approach to financial planning, and although we have a list of items to review, we focus in on what is most important to you on day one. This is a key component of our offering, and planning philosophy. We strive to offer truly personal financial planning.

  • Independent, but not alone

    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. At the same time, I’ve developed relationships with industry leading organizations making many resources and specialists available at my fingertips.

  • Stewardship

    I believe we all have a responsibility to be good stewards of what we have. I follow biblically based principles for financial and investment planning and am happy to assist you in your stewardship journey.

  • Technology, not automation

    In this day and age technology can serve as a great complement to our working relationship and I am committed to utilizing cutting edge technology to assist in improving your financial experience and outcome, while never letting it substitute the personalized nature of my service. 

Fiduciary - Because That’s How It Should Be

The finance industry has a lot of rules and regulations, as well as debate of what standards Financial Advisors should follow based on their licensing. My licensing as an Investment Advisor Representative as well as a Certified Financial Planner™ hold me to a fiduciary obligation, the highest standard. However, I believe that anyone calling themselves a trusted advisor should look out for the best interest of those they serve regardless of rules or regulations. I commit to doing my best to serve my clients according to the standard described in Philippians 2: 3-4: Do nothing out of selfish ambition or vain conceit. Rather, in humility value others above yourselves, not looking to your own interests but each of you to the interests of the others.

About Blake Gallion

Blake Gallion grew up in Poway, CA and graduated from UCSD with a degree in Economics. He is an independent Certified Financial Planner™ and Kingdom Advisor that partners with families at all stages of retirement planning. He is passionate about helping people steward their finances and reach their financial goals. 

Blake currently lives in Rancho Bernardo with his wife Rachael and two beautiful children, Avery and Tanner. Blake enjoys being involved in the community in various ways and has taught finance and retirement classes through Poway Adult School and his local church, served in volunteer board positions and coached Little League. His favorite way to spend his free time is with family and friends, and doing almost any outdoor adventure!

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