Blake Prentiss Allen

Blake Prentiss Allen

Presidente presso Pinion Investment Advisors LLC

Consumer Services
Finance

Profilo

Mr. Blake P.
Allen is a President at Pinion Investment Advisors LLC.
He directs Pinion Wealth division, consulting with high net-worth individuals and business owners.
He learns each business owners' objectives and risk/reward philosophy, and suggests investment scenarios designed to boost their assets and resources.
Mr. Allen is an accountant skilled in income and estate tax planning, entity design, and transactional planning.
With a big picture perspective, he listens attentively to discover a person’s financial and emotional drivers.
He considers many variables and recommends specific, tailored investment vehicles such as mutual funds, stocks, bonds, insurance, among others so business owners can pursue a more financially sound future.
He is a graduate of Fort Hays State University with a Bachelor of Business Administration in both finance and accounting, with an emphasis in personal financial planning.
He holds FINRA Series 7, 24, 53 and 63 licenses, is a licensed life insurance agent, and maintains the Certified Financial Planner professional designation, which he earned in 2005.

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Formazione di Blake Prentiss Allen

Fort Hays State University Undergraduate Degree

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