Blake Weeks
Empowering Medical Professionals, Business Owners & C-Suite Executives with Tax-Efficient Saving Strategies
- Role
- Financial Advisor at Northwestern Mutual
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Blake Weeks
I am in the business of aligning actions with goals in order to maximize potential. As a financial advisor my team and I work with clients to identify their financial security needs and then focus on solutions that can help make their goals a reality. I rely not only on my own knowledge and experience, but also on the expertise of my team.For additional information, send me a LinkedIn message, as I\'m always looking to further expand my professional network and establish myself as a resource and ultimately be part of your financial plan and future. To develop your plan, I will help to discover and identify your mission, vision, values and goals to assist in bringing clarity to your personal financial philosophy.I will do this by taking the time to get to know you, your family, and business as appropriate. In this way, I put you - not your wealth - at the center of the process. Financial planning is a life-long process that assists you and your family in taking control of your financial future. By setting financial goals, developing strategies, and monitoring the progress on a regular basis, the likelihood of achieving your results is greatly increased.
Experience
Financial Advisor
Mar 2014 — Present · Denver, CO, US
As a Financial Advisor, I work in the financial service industry in order to provide comprehensive financial planning to help meet a variety of personal and business needs, including asset and income protection, investment services, trust services, education funding, retirement solutions, estate planning and employee and executive benefits.
Education
University of Colorado Boulder
Bachelor of Science - BS, Finance and Financial Management Services
The American College of Financial Services
Chartered Financial Consultant (ChFC)
2017 — 2019
The American College of Financial Services
Certified Financial Planner (CFP) | Chartered Life Underwriter (CLU)
2017 — 2019
Skills
- Leadership
- Customer Service
- Communication
- Public Speaking
- Motivational Speaking
- Holistic Financial Planning
- Time Management
- Strategic Planning
- Professional Mentoring
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