Blake Gaulden, CFA, CFP®*

Chief Investment Officer

Blake is the Chief Investment Officer of Academy Financial Inc. As CIO, Blake is responsible for overseeing all functions of the investment department including asset allocation, risk management, and security selection. Prior to joining Academy Financial, Blake spent 13 years as Director of Investments for a wealth management firm with over $400 million in assets under management. Blake is a CFA charterholder, CFP® professional, and earned a Bachelor of Arts in psychology from the University of North Carolina at Chapel Hill. He currently resides in Durham, NC with his wife, Maddie, and their two sons, Ford and Ellis. Blake enjoys volunteering at his childrens’ schools, Brazilian jiu jitsu, and cheering for UNC sports.


*Blake Gaulden maintains his CFP certification and only provides financial planning management services to LFA financial planners and professionals. He is not licensed to provide investment advisory or financial planning services directly to an LFA client.

Phone 443.652.3733
Fax 410.825.0034