Contact Information
900 S Capital of Texas Hwy, Ste 350, Austin, TX 78746
Phone: 512-600-5234 | Fax: 737-704-0434
Background
As Director of Financial Planning, Blake Rhodes oversees the financial planning process for TCG Advisors, a HUB International company, and he works with Private Wealth Clients to ensure their retirement and investment goals are achieved. His goal is to help grow the Private Wealth business by discovering new prospects along with other Advisors, so that TCG Advisors can successfully manage more Private Wealth Clients.
Blake attended the University of Texas at Austin and holds a BBA in Finance in addition to being a CERTIFIED FINANCIAL PLANNER®. Before joining TCG Advisors, Blake worked for Charles Schwab as a Registered Representative and assisted clients with their account management needs. At TCG, Blake has worked with both the Institutional Business and Private Wealth Business helping to manage clients of all levels.
Blake currently lives in Austin, Texas with his wife Ysenia, sons Diego and Joaquin, and their Cockapoo puppy, Moony, who loves spending time with the family. In his spare time, Blake enjoys mountain biking on many of the local Austin trails.
Areas of Focus
- Wealth management
- Financial planning
- Tax planning
- Cash flow analysis
- Estate planning
- Purchasing/selling of a business
HUB International, owns and operates several other entities which provide various services to employers and individuals across the U.S.
*Some of the services listed above may be provided outside of HUB International and its affiliates.