Blake Campbell, Sr., CKA, CCFS, MSHHA, is the founder and Operating Manager for the firm OneSource Wealth Management, LLC. He has been helping business owners, retirees, families, and high net-worth individuals for the past 15 years achieve their insurance goals of protecting their health and business.
Over the past 7 years, Blake has turned his attention helping clients rebuild & protect their post-boom-to-bust wealth plans and financial goals by teaching Safe Money principles. Having witnessed and participated in the two largest wealth decumulation events created by Wall Street since the Great Depression, he knows first-hand the difference that personal guidance and safe money solutions can make in planning your financial future. An experienced insurance and wealth strategist, Blake focuses on helping his clients build, protect, and preserve their wealth. Retirement planning needs dynamic strategies that are tax-efficient and that provide income streams that will outlast you! Blake and his team will begin every new relationship with a careful analysis of your goals & objectives, your time horizon, and your ‘Whys’ to help them know & understand you and your plans. By using his team-based approach, we will work with your CPA/accountant/attorney or our affiliate partners, to develop a personalized, specific, comprehensive financial blueprint that will deal with: wealth planning, estate planning, legacy planning and retirement/long term care needs & income objectives.
Blake earned his undergraduate degree in Business Administration – with a focus in Finance from Auburn University and earned his master’s degree from University of Alabama at Birmingham in Hospital & Health Administration. He is also a Certified College Funding Specialist and a Certified Kingdom Advisor and looks forward to helping you and your family and business achieve your financial goals and financial peace of mind you deserve in your retirement years.