Roxanne Blade, CEO and founder of Blade Financial Services, LLC has been in the financial service industry for over 20 years. She accomplished the stringent requirements of the Certified Financial Planner board to receive her designation as a CFP® in 1996. This included an extensive two-year program and exam in all the areas of financial planning. She has completed state insurance licenses in the areas of life, health, and variable annuities. She is also registered as an Investment Advisor Representative of Securities America Advisors, Inc. These licenses, training, and continuing education requirements give her the ability to provide her clients an array of services to fulfill their needs based on their goals.
On a personal level, Roxanne mostly prides herself on being a wife to William P. Blade, a local real estate and estate planning attorney and mother of three children: Kaitlyn, Matthew, and Megan. With one out of three kids off to college and the others following closely behind, Roxanne finds herself with more time to volunteer in her community and church. She feels blessed to have the flexibility to be there for her family and community.
Roxanne has also established a staff to assist her in the efforts to provide excellent customer service. She is fully connected online and via e-mail to accomplish the client's wishes. Roxanne and her staff are here to make sure the client's goals are met.
