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

We provide tax-efficient retirement planning and investment management for women. Whether you are single by choice, by divorce, or widowed, your planning needs are special. As you approach retirement, the decisions you need to make can appear intimidating and endless. The aim of our team is to simplify this decision-making process as much as possible. We developed our SIMPLY RETIREMENT Roadmap™ Process to help you make an educated and informed decision as to whether we are the right firm to guide you through retirement. However, as we work through this process together, it will also give you a framework for evaluating other firms you may be considering.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Disclaimer

Securities offered by Registered Representatives of Private Client Services (“PCS”). Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services, 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.
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, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources