Blake Gallion, CFP

Blake Gallion, CFP is a financial planner in San Diego, CA, located at 12396 World Trade Dr UNIT 310. The business provides faith-based financial and retirement planning to individuals and families in Rancho Bernardo, Poway, and North County San Diego. It holds a 5.00 rating based on customer reviews.

The practice offers comprehensive retirement planning, ongoing investment management, and continuous financial plan updates. These services are available to households with accumulated investments. For specific needs, flat-fee planning is available for second opinions or reviews from a Certified Financial Planner. Complimentary appointments are provided for new graduates, newly married couples, or those who have suffered loss.

The approach focuses on personal financial planning using biblically based principles. As an independent Certified Financial Planner and Kingdom Advisor, the business operates as a fiduciary. Services address tax planning, insurance, giving, and legacy.

Blake Gallion is a graduate of UCSD with a degree in Economics. He has taught finance and retirement classes through Poway Adult School.

Located at 12396 World Trade Dr UNIT 310 in San Diego, the practice sits just 24 metres from the main road Camino del Norte. It is also situated about 0.3 miles from the Poway Woods neighborhood and Manna's Martial Arts.

BizScoreAI gave the business a Content Quality score of 100 out of 100, which means the website answers customer questions clearly so AI assistants can quote it directly. The business also received a Technical score of 87 out of 100, ensuring the site is secure and readable for search engines without errors.

Services:

• Comprehensive Financial Planning
• Investment Management
• Legacy and Giving Strategy
• Retirement Planning Guidance
• Tax and Insurance Planning