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.

My core services include:

  • Comprehensive Financial Planning

  • Investment Management

  • Tax Planning & Preparation

  • Estate Planning Coordination

Financial Planning for Busy Professionals With Complex Financial and Tax Needs

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Credentials

  • CERTIFIED FINANCIAL PLANNER® Professional

  • Enrolled Agent

  • Certificate in Personal Financial Planning from San Diego State University

    • Summa Cum Laude with a 3.86 GPA

Recognition

  • Rising Star of the Year — Wealth Management Industry Awards

  • Featured in media including CNBC

  • Certificate in Personal Financial Planning from San Diego State University

    • Summa Cum Laude with a 3.86 GPA

Blake Pinyan

Senior Financial Planner and Tax Manager

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Blake Pinyan

Senior Financial Planner and Tax Manager

Who I help

  • Busy Working Professionals Seeking Simplicity and Delegation

  • Small Business Owners Optimizing Taxes and Retirement

  • Widows and Widowers Navigating Financial Transitions

  • Pre-Retirees Seeking Clarity and Structure

See Client Examples

Let’s work together

Ready to make your money work harder? Connect with Blake Pinyan for personalized financial planning that integrates tax planning, investment strategy, and long-term wealth building—so every decision moves you forward.

pinyan.blake@yahoo.com

760-908-9557