Blake C. Adams, MBA, CPFA

Financial Advisor

Layfayette

Because he followed a less conventional path than some of his colleagues, Blake’s role as a financial advisor has been guided by both his formal and informal education. His commitment as a servant leader is at the heart of every action and every decision – he genuinely loves people, learning their stories, and serving each one uniquely.

Blake believes his job as a financial advisor is to filter out the noise of today’s 24/7 news cycle, and help his clients focus on their long-term financial plans. He’s developed a gift for breaking down the complexity built into today’s investing landscape, and talk through choices until all paths are clear. His first exposure to retirement plans was as a participant, so he offers valuable perspective to business owners as they consider retirement plan options for their businesses and employees.

Whether working with a business owner to craft a company retirement plan, or an individual to build a nest egg, Blake starts with a healthy respect for each client’s individual journey. He asks specific questions to clarify true concerns and understand their “why”, setting a strong foundation for the path forward.

I often work with clients who are just beginning their careers, or perhaps starting a new family. I always tell them “it’s never too early, and what you have to work with is never too small.” The most important thing is to set meaningful goals, and start forming the behaviors to help you reach them. I take pride in helping make what can be a difficult conversation – about retirement plans or investing – less difficult.

— Blake Adams

PROFESSIONAL AND EDUCATIONAL ACCREDITATIONS

  • Certified Plan Fiduciary Advisor (CPFA)
  • Has passed FINRA Series 7 and Series 66 exams
  • Registered Representative, Avantax Investment ServicesSM
  • M.B.A./HCA, University of Louisiana at Lafayette
  • B.S., Secondary English, University of Louisiana at Lafayette

CIVIC AND PROFESSIONAL ACTIVITIES

  • Board Member, Boys & Girls Club of Acadiana
  • Board Member, The Beaver Club of Lafayette
  • Founding Member, Referral Partners of Acadiana
  • Member, Holy Cross Catholic Church Council