Blake Rhodes, Certified Financial Planner and Accredited Investment Fiduciary (AIF®), is a fixed income portfolio manager for the individual and institutional accounts managed by TCG Advisors, LP. Blake is the fixed income specialist managing fixed income portfolios with many different investment criteria for unique clients. Blake also specializes in financial planning and retirement planning, speaking regularly at conferences around the state of Texas.
Blake had also acquired his Series 7 and 63 FINRA securities licenses. Blake worked for Charles Schwab and Co. for 5 years before joining TCG.
Areas of Focus
- Wealth management
- Financial planning
- Tax planning
- Cash flow analysis
- Estate planning
- Purchasing/selling of a business
Tax Planning Workshop
Join us for a 3 part series designed to help you understand the four stages of retirement and how to maximize your situation at each step.
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