Hans Blake, CFA, CPA

Hans Blake is a financial professional based in Greenville, South Carolina, known for founding Intelligent Investing Advisors. He holds both the Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA) designations. Before establishing his firm, he managed over $350 million in assets, demonstrating significant expertise in financial management.

Intelligent Investing Advisors focuses on providing personalized financial services, particularly for high-net-worth executives nearing retirement. The firm oversees approximately $50 million in assets for around 40 client households. A notable aspect of Blake's approach is the development of Intelligrations, a financial dashboard software designed to help clients visualize and understand their financial status more effectively. This tool consolidates key data points into a single-page visual statement, enhancing clients' engagement with their financial health.

Blake emphasizes a white-glove service model, aiming to create a boutique advisory experience. He has implemented core values within his firm to guide client interactions and ensure a high level of service. His journey in the financial advisory space includes overcoming challenges and fostering a culture of learning and adaptation within his practice.123