Blake Brown is a practicing CERTIFIED FINANCIAL PLANNER™ practitioner in Huntsville, Alabama. Blake’s primary goal is to provide comprehensive financial and tax planning that is tailored to his clients’ unique personalities, needs and situations. He will work hand in hand with you to assess your goals, understand your priorities and develop a long-standing relationship built on trust. Whether it’s comprehensive investment and financial planning on an ongoing basis or an hourly consultation regarding a specific financial issue of concern, we encourage interested parties to call and schedule an initial “get to know you” meeting, to see if his services fit your needs.
Areas of Specialty
Financial
- Investment & Retirement Account Management
- Cash Flow and Debt Management
- Family Risk Management
- Retirement Planning
- College Planning
- Estate and Legacy Planning
- Business Planning
- Special Situations Planning
Taxes
- Individual Tax Planning & Preparation
- Business Tax Planning & Preparation
Designations
CERTIFIED FINANCIAL PLANNER™ Practitioner
Education
Bachelor of Business Administration, Economics: University of North Alabama, 2004
Security Licenses
States: AL,MD
Exams: Series 7-General Securities Representative - Series 66 -NASAA - Uniform Combined State Law Exam
Insurance Licenses
License: Life and Health
States: AL