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Daniel S. Blake CFBS, CFP®, MS

Daniel S. Blake CFBS, CFP®, MS

President & CEO

Dan Blake is a seasoned financial planning professional with over thirty years of experience helping clients plan for their future. After serving in the U.S. Marine Corp., Dan began his career in financial services with a local public accounting firm and then went on to join Massachusetts Mutual Life Insurance Company (MassMutual) in 1987. He loved the challenge of managing a variety of functions including sales, finance, research and client service, which led to his founding of Southtowns Financial Group in 1994. His client focus is evident in that he insists on regular client meetings to review and update financial positions, and adjust financial plans as necessary. He is the recipient of numerous awards, including a number of the financial services industry’s highest honors. Married and a father of four, Dan enjoys time spent visiting his children around the country. Additionally, Dan is a skier, triathlete, and continuous student of financial services. He is involved with the Jesuit Church of Buffalo, St. Michael’s. He and his wife, Susan, live in Buffalo, NY and enjoy spending their time skiing and hiking in Vail, CO.

Credentials
Designations Earned:

  • Certified Family Business Specialist,
    American College, 2010
  • Certified Financial Planner® *(CFP®)
    Certificant, College for Financial Planning, 1996
  • Chartered Financial Consultant® (ChFC®)
    Designation, American College, 1994
  • Chartered Life Underwriter® (CLU®)
    Designation, American College, 1993
  • LEAP® System Certified

Professional Organizations
Massachusetts Mutual Life Insurance Company (MassMutual) Top of the Council 2005-Present
MassMutual Blue Chip Group 1998-Present
MassMutual Leaders Club 1993-Present 
Million Dollar Round Table 1990-Present
Buffalo Association of Insurance and Financial Advisors (BAIFA)
Financial Planning Counselors of Western New York

Education
MS (Financial Services): College of Financial Planning, 2003
MBA: National University, 1986
BS (Accounting): Canisius College, 1980
St. Francis High School: 1976