Blake Pinyan
- Role
- Financial Planner at Anchor Bay Capital, Inc
- Location
- Carlsbad, CA, US
- LinkedIn followers
- 500 followers
About Blake Pinyan
My passion is to help individuals gain confidence and clarity in their financial lives so…
Experience
Financial Planner
Dec 2020 — Present
Develop and deliver full-service Financial Plans to new and existing clients. • Advise clients on how to overcome their personal financial challenges. • Prepare and file tax returns for clients of the firm as an Enrolled Agent. • Support the marketing and client experience efforts of the firm through personal videos and educational presentations.
Education
San Diego State University
Bachelor of Business Administration (BBA), Financial Services and Communications
2015 — 2019
Skills
- At Multitasking
- Marketing
- Communication
- Teamwork
- Finance
- Tenacious Work Ethic
- Customer Relations
- Interpersonal Skills
- Creative Strategy
- Leadership
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