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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

Highlights

Aug 30 · linkedin

Friday reflections + recommendations on running, faith, and a deeper way of living >>>

Aug 19 · linkedin

Reminder for those old enough to be forced to take annual distributions from your IRA(s) due to your age...

You may be able to satisfy those RMD requirements in retirement with distributions directly to charity!

If you don't need the funds and don't want to pay the taxes, you can send those funds (up to $105k in 2024) to a charity without having to recognize the income or pay any taxes on the funds coming out.

Win/win.

There are some other considerations to keep in mind when doing this, so talk to your advisory team about it before you make this move.

Read more: https://lnkd.in/gaV2w6XG

Related Questions

What are some specific financial strategies Blake Mankin recommends for his clients?
How has Blake Mankin's experience at WebTPA influenced his approach to financial planning?
What makes Blake Mankin's financial planning approach unique compared to others?
How does Blake Mankin integrate his Certified Kingdom Advisor® (CKA®) training into his financial plans?
What are some notable achievements Blake Mankin has accomplished at Blue Trust?
Blake Mankin, CFP®
Blake Mankin, CFP®, photo 1
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Location

Houston, Texas, United States