“I don’t pretend to be the smartest advisor out there, but I promise you it’s going to be hard to find someone who cares like I do and that’s to me the heart of it.”
Since the age of 10, Jamie Blakley of Successful Financial Strategies knew she was meant to build a career in the financial services industry. For more than 20 years, Jamie has helped families and business owners understand their financial lives in her role as a financial professional and business owner. Don’t miss this episode of Cambridge Stronger as Jamie takes listeners on a trip down memory lane, walking through how she made the journey into the independent space. She also provides insight into her life as a business owner and how she’s built a team to surround and support her and her business.
Tune into Episode 190: The Heart of the Industry, as Jamie joins Cambridge CEO Amy Webber to discuss:
Jamie Blakley has been helping families and business owners understand their financial life for more than 20 years. As owner of Successful Financial Strategies her practice initially was located in Northwest Oklahoma and provided tax preparation and financial services. Family brought her to Mustang, Oklahoma where she focuses on comprehensive financial planning.
As an independent financial planner Jamie has the freedom to utilize financial products and resources not always available to other organizations. This means she is able to provide knowledgeable advice on financial issues that include: Financial Services, Family Risk Management, Cash Flow & Debt Management, Retirement Planning, Business Planning, Legacy Planning, Education Planning, & Special Situations Planning. An extra bonus is an ability to plan for the tax impact on financial decisions.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Successful Financial Strategies, Inc., are not affiliated.
Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.