Eric Blake, CFP<sup>&reg;</sup> - Financial Advisor

Eric Blake, CFP®

Founder and Lead Financial Planner

Blake Wealth Management

201 W Virginia ST Ste 102
Mckinney, TX 75069-4418
FINANCIAL ADVISOR'S WEBSITE
(972) 426-7237 CONNECT WITH Eric
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General

Eric Blake is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Blake Wealth Management in Mckinney, TX and the surrounding communities.

Financial Advisor Overview

Retirement Planning for Women 55+ Who Want Clarity, Confidence and a Trusted Advisor to Walk Beside Them, Especially When Making Financial Decisions on Their Own and Host of The Simply Retirement Podcast

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Financial Advisor Experience

25+ Years

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Broker-Dealer Disclaimer

Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC ("RFG Advisory" or "RFG") a registered investment advisor. Blake Wealth Management and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.
FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Investment Management, Estate Planning, Getting Divorced, Insurance, Life Planning, Retirement, Long-term Care, Sudden Wealth, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources