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Hans Blake, CFA, CPA
Founder of Intelligent Investing, High Net Worth Wealth Manager (HNWI)
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
Highlights
Had a recent insightful discussion with a young family expecting their first child. We emphasized the importance of aiming to save 20% of their income and creating a balanced investment portfolio tailored to their risk tolerance and the importance of automating the savings. At Intelligent Investing, we provide personalized strategies to help you achieve your financial goals, no matter where you are in life. We are able to take the guesswork out of managing your own 401k with our proprietary Intelligrations® that allow us to manage held-away assets so you can focus on building your career. Let's build your financial future together! https://lnkd.in/eFqMMFZ2 #PersonalFinance #InvestmentPlanning #FamilyFinance
📉 Market corrections driven by today's financial headlines can be daunting, but at Intelligent Investing, we believe in facing fears with facts. Remember, as C.S. Lewis said, “When the whole world is running towards a cliff, he who is running in the opposite direction appears to have lost his mind.” We've been through market selloffs before and have seen them recover and reach new highs.
Our diversified investment approach and risk management software are designed to help you stay on track with your long-term financial goals. Whether you're in the accumulation phase or drawing on your investments in retirement, we're here to guide you through market cycles with our time-tested philosophy and processes.
If you or your loved ones are feeling anxious about the current market situation, reach out to us. We're here to help calm your fears, replace uncertainty with understanding, and minimize financial stress to maximize your life.
Simply visit https://lnkd.in/eQpPeKjs and click on "Get Started."
#FactsOverFear #IntelligentInvesting #WeAreHereForYou
