B. Blake Westerterp, CPA, CFP®
Blake Westerterp is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNERTM practitioner. He holds BBAs in both Accounting and Marketing.
He is also knowledgeable and licensed to handle many types of investment products. Blake has the Series 7 – General Securities Representative; Series 63 – Uniform Securities Agent State Law; and Life, Accident, Health & HMO licenses.
These many licenses and certifications offer him the opportunity and responsibility to continue his education regularly.
Blake has been guiding and assisting both individuals and small businesses since 1984.
His practice has been here in Austin since 1996. Previously, he was a partner in one of the largest and oldest public accounting firms in Beaumont, Texas.
Blake has been affiliated with Avantax Investment ServicesSM and Avantax Advisory ServicesSM (formerly 1st Global Capital Corp) since 1994. Avantax believes that CPAs have a unique perspective and knowledge of the overall financial services picture to offer personalized wealth care solutions to their clients.
Avantax is the financial services partner of choice for premier tax & accounting professionals offering comprehensive wealth care services including securities brokerage, fee-based investment advisory services, retirement solutions and insurance.