Financial Planning For Busy Professionals With Complex Financial And Tax Needs

Many of the people I work with are successful professionals who have built strong incomes but feel their financial lives have become increasingly complex and time-consuming to manage. I help simplify their finances, optimize taxes, and build a plan for long-term financial success.

✦ Comprehensive Financial Planning ✦ Investment Management ✦ Tax Planning & Preparation ✦ Estate Planning Coordination

✦ Comprehensive Financial Planning

✦ Investment Management

✦ Tax Planning & Preparation

✦ Estate Planning Coordination

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Why I Do This Work

Blake Pinyan, CFP®, EA

Senior Financial Planner

Tax Manager

Credentials

✦ CERTIFIED FINANCIAL PLANNER® Professional

✦ Enrolled Agent

✦ Certificate in Personal Financial Planning — San Diego State University

Recognition

✦ Rising Star of the Year — Wealth Management Industry Awards

✦ Featured in media including CNBC

When I was 15, my life changed overnight.

I lost my father unexpectedly and with him, the financial stability my family didn’t realize we were relying on. There was no plan in place. No estate documents, no life insurance, and no clear path forward.

In the middle of grief, I was forced to figure things out. Navigating financial aid, scholarships, and building a future rested on my own efforts and commitment.

That experience shaped everything. It taught me that financial planning isn’t just about growing wealth it’s about protecting people you love when life doesn’t go as planned.

Today, I work with busy working professionals who have complex financial lives and no room for costly mistakes. My role is to be a trusted partner, helping them build a clear, proactive plan so their families are prepared for whatever comes next.

Because when life gets tough, you shouldn’t have to figure it out alone.

More About Me