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Blake Mankin, CFP®
Senior Financial Planner at Blue Trust
Blake Mankin is a Senior Financial Planner at Blue Trust, specializing in the Private Wealth division. He operates out of Houston, Texas, where he provides comprehensive financial planning services to clients. As a CERTIFIED FINANCIAL PLANNERTM (CFP®), Blake focuses on analyzing clients' financial situations and crafting tailored strategies to help them achieve their financial and life goals. His approach includes evaluating various aspects such as estate planning, insurance, taxes, investments, retirement, and cash flow management.1
Blake joined Blue Trust in 2021 after serving as a Business Development Manager at WebTPA, where he played a pivotal role in facilitating healthcare solutions for large corporations. His previous experience also includes working with HOPE International, where he was responsible for enhancing funding sources to support underserved communities.1
He holds a Bachelor of Science (BS), Bachelor of Arts (BA), and a Certificate of Business Foundations from the University of Texas.1 Additionally, he is recognized as a Certified Kingdom Advisor® (CKA®), which indicates his commitment to integrating faith-based principles into financial planning.1