Sign In
Get Started →
Summarize Blake Mankin, CFP®’s background before I meet with them
Profile Image for Blake Mankin, CFP®

Blake Mankin, CFP®

Helping clients make wise financial decisions, live generously, and leave a lasting legacy.
SummaryAI Assisted Badge

Meet Blake Mankin, the financial planner for the Private Wealth division of Ronald Blue Trust in Houston, Texas. He graduated from the University of Texas at Austin with a BS, BA, and a Certificate in Business Foundations. Blake analyzes clients’ overall financial condition and creates customized recommendations that align with their financial and life goals. He assesses clients’ estate, insurance, tax, investment, giving, retirement, trust, and cash flow considerations and brings them together to develop a comprehensive plan tailored to their needs. Blake joined Ronald Blue Trust in his current role as a financial planner in 2021 after working as a business development manager for WebTPA. There, he assisted some of the largest companies in the country to provide quality healthcare to their employees while managing costs. Blake also served as a regional development representative for HOPE International. His responsibilities included increasing, strengthening, and diversifying funding sources in the Houston region to meet annual fundraising goals.

This public profile is provided courtesy of Clay. All information found here is in the public domain.
This public profile is provided courtesy of Clay. All information found here is in the public domain.