Jalen Blackmon

About Jalen Blackmon

I help mid-career attorneys get their financial lives off their plates—so they can focus on the cases, clients, and careers that actually need them. As a CFP® professional, I build holistic, tax-aware financial plans for lawyers who are great at arguing a brief but don’t want to spend their limited free time arguing with their balance sheet. The result: structure, clarity, and confidence—without the constant background stress. I call my approach the Brief-to-Balance Framework: 1. Discovery (The Facts): We get everything on the record—cash flow, student loans, firm comp/bonuses or K-1s, benefits, insurance, estate docs, college goals, the works. Strategy (The Argument): Tax-aware investing, debt optimization, risk management, and a clear path to your biggest goals. Execution (Case Management): I coordinate the moving parts and keep the plan alive—so you don’t have to. Review (Appeals & Updates): Life, income, and tax law evolve. Your plan should too. My clients appreciate that I bring fresh perspective, responsiveness, and an active planning style that meets the pace of their lives. I use modern tools, proactive check-ins, and a relationship-driven approach to keep your financial strategy both relevant and stress-free. If you’re a mid-career attorney who wants a real plan (not another binder), let’s talk.*Insurance services are offered through Wealth Standard Insurance a separate entity from CWM, LLC.

Experience

1. Financial Services Executive

   Strategic Financial Group

   Aug 2025 — Present · Houston, TX, US

Education

• Creighton University

  Sophomore, Accounting and Finance

  2018 — 2022

• Creighton University's Heider College of Business

  B.S.B.A., Accounting and Finance