Our Firm
When it comes to your money, the financial service industry stresses three primary areas: Insurance, Investments and Planning. At Blank Financial Group we focus on you as an individual and address your financial questions in the context of your life, your business and your future.
As a family owned and operated firm with over 38 years of experience, we are able to provide you with solutions designed to enrich and simplify your financial life.
Who we are:
Howard Blank - Howard founded Blank Financial Group in 1971. He specializes in advanced insurance planning for wealthy individuals and growing businesses. A recognized industry leader, he has spoken and written extensively on subjects such as business succession planning and estate planning solutions. Howard is an avid banjo player and is fascinated with New York City architectural history.
Wendy Blank*, CLU, ChFC- Wendy joined Blank Financial Group in 1981, broadening the practice to include securities and employee benefits. Working closely with other professionals such as CPAs and Attorneys, Wendy is a pioneer in developing a client-centered approach to planning. She received her CLU in 1986 and ChFC 1993 from the American College. Her hobbies include piano, cooking and entertaining in both Manhattan and Fire Island.
Matt Blank, CFP®* - Matt joined Blank Financial Group in 2002 and specializes in asset management and financial planning. Matt is a responsible for charting the firm's investment policy and manages portfolios for pension funds, trusts and individuals. He is a Certified Financial Planner™ and resides in Port Washington. In his spare time he enjoys playing guitar and spending time with his wife Kim, their newborn baby Jack and their dog Kane.
Greg Blank* - Greg joined Blank Financial Group in 1997. He specializes in investment advisory and works primarily with successful individuals and small businesses. In 2006 Greg opened a downtown affiliate on Park Avenue South. He is a graduate of Binghamton University. Prior to joining the firm he worked for Metlife Securities.
Tiffany Smith- Tiffany joined Blank Financial Group in 2003 and specializes in insurance processing and underwriting. She is a graduate of SUNY New Paltz and lives with her husband, Fernando, and daughter Maggie.
Carla Mueller- Carla joined Blank Financial Group in November 2008 and assists Matt Blank in his management of investments/pensions. She graduated University of South Florida in December of 2007 with a B.A. in Finance. As of November 2009, Carla has obtained her series 7.
Susan Smith- Susan joined Blank Financial Group in 2003 and manages pension/investment processing. She has a B.A. in Economics from New York University.
*Investment Advisor Representative of and investment advisory services offered through American Portfolios Advisors Inc. Registered Representative of and securities offered through American Portfolios Financial Services, Inc. Member FINRA/SIPC
Blank Financial Group and American Portfolios Financial Services are unaffiliated entities.
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