Blake Jones, CFP®, EA, CBDA
Conquer Debt Without Touching Your 401(k)
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Pomegranate Financial
Blake Jones, CFP®, EA, CBDA
Rate this
Advisor
Springville, UT
Serving Clients Nationwide
Conquer Debt Without Touching Your 401(k)
Areas of Focus
- Banking
- Credit Cards
- Credit Scores
- Emergency Savings
- Employee Stock Options
- Fertility Challenges
- Financial Life Planning
- Getting out of Debt
- Investment Management
- Retirement Planning
- Retiring Early (F.I.R.E)
- Taxes
- Travel
About Me
Hi, I'm Blake Jones. I live in Springville, Utah and enjoy raising three children with my wife Rachel.I am a CERTIFIED FINANCIAL PLANNER™ and an Enrolled Agent (tax professional). I am a fiduciary and have worked at Northwestern Mutual (investments & insurance), US Bank (banking & debt), and Dave Jones Accounting Services (taxes).
✅I love unlocking powerful ways working families can manage their debt effectively, automate their investments, pay less in taxes and prosper financially.
📍I have seen many people take out their 401(k) for different reasons and manage debt and taxes in costly ways.
✅I can help you, whatever your financial situation. Let's talk in a complimentary virtual meeting to see the value I can provide in your financial life.
I am a proud member of XY Planning Network, the National Association of Personal Financial Advisors, Utah Financial Advisor Network, and featured in Fee-Only Network.
Professional Designations
- Certificate in Blockchain and Digital Assets
- CERTIFIED FINANCIAL PLANNER™ Professional
- Enrolled Agent (EA)
Affiliations
-
CFP Board
- Digital Assets Council of Financial Professionals
- Fee Only Network
- National Association of Personal Financial Advisors
- XY Planning Network
- Digital Assets Council of Financial Professionals
Primary Location
Springville, Utah
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call up to 60 minutes! Our complimentary meeting requires no preparation on your part. You can schedule a video call, phone call, or meet in-person (Springville). 📍Ask your questions and talk about your goals, objectives, expectations. I look forward to answering your questions, explaining how we can work together, and seeing if we are a good fit.Offers Investment Management
Yes
Offers Tax Preparation
Yes
About our Firm
Pomegranate Financial was started in June 2020 for Working Families to receive straightforward financial and tax advice.Many financial advisors and institutions mostly focus on finding high net worth individuals who have hundreds of thousands of dollars to invest.
Pomegranate Financial is different. We believe everyone's 'net worth' is high and that everyone can benefit from custom financial planning at affordable prices, especially Working Families.
📍You likely did not learn in school or at home how taxes, credit cards, interest, investments, insurance, and debt work. It can be difficult to find the time to see how your finances blend together and know what strategies could help boost your finances.
✅Here at Pomegranate Financial we are experts in all things financial. Not only that, we understand how everything blends together to affect your finances.
As an example, look at your 401(k) - this investment can end up affecting your taxes, your debt, and your retirement all at once!
Let's meet and see the value we can provide you in our first complimentary meeting.
Education
Brigham Young University, Bachelor's Degree, International Relations
Badges
Hobbies and Interests
- Baseball
- Basketball
- Board Games
- Camping
- Church
- Cooking
- Eating Out
- Family
- Gardening
- Pickleball
- Soccer
- Softball
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Blended Family
- Business Owners
- Couples
- Crypto Investors
- Dual Income Family
- Families
- Gen X
- Gen Y / Millennials
- Intergenerational Families
- Parents
- Travel Lovers
- Young Families
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 30, 2024
Blake is awesome. He is quickly able to understand your financial situation and comes up with multiple strategies you can implement to improve your finances. He took my stress levels from a 9 down to a 3 as he’s been helping me set up my new business.
Blake is thoughtful and so thorough with his methodology. On top of that he has a subtle but sure, dry sense of humor. The totality of which makes him the best financial advisor you could work with.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
EXCELLENT
✅ Wealthtender Certified Advisor Review™
Jan 16, 2024
Blake helped me and my husband work through our financial difficulties, setting us on the right track. He has always made himself available to assist us with any questions. I am so thankful we found him! Blakes professionalism gave us peace of mind, relief of financial stress and future planning. I highly recommend him, we will continue to use his services in our future. If your searching for a referral, here it is. You will not be disappointed.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Highly recommend
✅ Wealthtender Certified Advisor Review™
Jan 11, 2024
Blake does a great job taking time to understand where you stand financially and understanding what your financial goals are and helping shape specifically how much to save, and invest based off of those goals. He is very professional and knowledgeable. I appreciate the membership options and upfront cost. Definitely believe his services are worth the cost.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Blake Jones always there for me .....
✅ Wealthtender Certified Advisor Review™
Jan 10, 2024
Blake has been helping me for a little under a year and has always been there when I needed answers fast .
He will take my call if available or get back to me in a reasonable time .
Blake has also helped with all my financial needs.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 26, 2020
Blake has been fantastic to work with. He really helps make our money work for us the way we need it to. My wife and I are always amazed at his brilliant strategies with how to invest and save money. We are setting up our future better than we could have on our own. Pomegranate Financial has been worth every penny. 10/10 recommend!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: The individual is a related family member of Blake Jones, President of Pomegranate Financial LLC.
Get to Know Certified Financial Planners & Find a CFP
Ask an Advisor: How can a single individual at 45 navigate the challenges of funding both short-term goals and long-term retirement savings simultaneously?
Looking for a Financial Advisor in Springville, Utah?
Ask an Advisor: I’m 40 and thinking about taking my 401(k) out to pay off some high interest credit card debt. Is this a good idea?
Should You Hire an XY Planning Network (XYPN) Financial Advisor?
What Is an Enrolled Agent (EA)?
What is the Certificate in Blockchain and Digital Assets (CBDA)?
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AnswersAsk an Advisor: How can a single individual at 45 navigate the challenges of funding both short-term goals and long-term retirement savings simultaneously?
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Answers
Ask an Advisor: I’m 40 and thinking about taking my 401(k) out to pay off some high interest credit card debt. Is this a good idea?
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