Broker Check
Blake P. Allen, CFP®

Blake P. Allen, CFP®

Blake leads the Pinion Wealth group, working closely with high-net-worth individuals and business owners to help them pursue their financial goals. He takes the time to understand each client's objectives, risk tolerance, and long-term vision, then develops tailored investment strategies designed to strengthen and preserve wealth.
 
Based in Pinion Wealth’s Wichita office, Blake brings extensive experience in income and estate tax planning, entity design, and transactional planning. With a comprehensive, big-picture approach, he listens carefully to uncover both the financial and personal motivations that drive decision-making. By evaluating a wide range of factors, Blake recommends customized investment solutions that help business owners build a stronger financial future.

Blake 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 has served on the advisory council for the Department of Economics, Finance and Accounting at Fort Hays State University. 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.   

Outside of the office, Blake enjoys spending his free time with his wife and daughters. They can usually be found outdoors, attending sporting events, or in western Kansas helping on the family farm.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.