In this conversation, Blake Pinyan, a financial planner at Anchor Bay Capital, shares his journey into the financial services industry and his passion for helping clients. He discusses his focus on young professionals and pre-retirees, offering comprehensive financial planning, customized investment management, tax preparation, and estate planning services. Blake also highlights his Enrolled Agent (EA) designation, which allows him to represent clients before the IRS and provide tax advice. He shares examples of how he has helped clients resolve tax disputes and save money through tax planning strategies. Overall, Blake's personal experiences and expertise shape his commitment to helping clients achieve financial success.
Story Notes:
- The Importance of Health and Self-Care
- Helping Young Professionals and Pre-Retirees with Financial Planning
- Blake Pinyon's Journey into the Financial Services Industry
- Overcoming Personal Challenges and Using Them as Motivation
- San Diego State University and Sports Achievements
- Blake Pinyon's Role at Anchor Bay Capital
- The Benefits of an Enrolled Agent (EA) Designation for Tax Services
- Resolving Tax Disputes and Saving Money through Tax Planning
- Expertise in Equity Compensation
Learn more about Blake Pinyan here: https://www.linkedin.com/in/blakepinyan/
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(https://www.epicservicescompany.com/meetings/cwilcoxson-epic-ceo ) 15 minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.
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