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Blake Pinyan on Personal Drive, Technology and the Future of Financial PlanningBlake Pinyan on Personal Drive, Technology and the Future of Financial Planning

Blake Pinyan shares his journey in the financial planning industry.

Shannon Rosic - Moderator, Director of WealthStack Content and Solutions

October 18, 2023

For Blake Pinyan, CFP and FPA National NextGen Co-Chair, interest in the field began at San Diego State University and was further ignited by his personal experiences.

Having to become financially independent at a young age, especially after losing his father, Blake felt motivated to guide clients toward financial success, a luxury he didn't have. He expresses his excitement for the future of the industry, especially in the realm of technology, and believes there will be a shift to comprehensive financial planning with an emphasis on continually delivering added value to clients.

About the Author

Shannon Rosic - Moderator

Director of WealthStack Content and Solutions, Informa Connect

Shannon Rosic is the Director of WealthStack Content & Solutions at Informa Connect. In this role, Ms. Rosic supports and drives the omni-channel growth and development of WealthStack, the fastest growing and most credible event dedicated to technology in the wealth management industry.  She also serves as the market-facing representative for the group, and regularly hosts webinars, podcasts and video series.