CalCPA PFP Wealth Wednesdays: Hot Button Issues on Fiduciary and ERISA Plans Webinar

Blaine F. Aikin, AIFA®, CFA, CFP®

CEO, fi360

Blaine Aikin is the Chief Executive Officer of fi360. Previously the Chief Knowledge Officer and Director of Training for fi360, he is the primary architect of the AIFA program and a major contributor to the development of the Fiduciary Excellence concept that is at the heart of our products and services. He is the author of numerous articles on the subjects of fiduciary responsibility and investment management, and the author of the monthly Fiduciary Corner column in InvestmentNews magazine. In 2011, he was named to Investment Advisor magazine's IA25 list of the most influential people in the investment advisory community and in 2012 was named one of the ten most influential individuals in the 401(k) industry by RIABiz. He is currently serving as a member of the Board of Directors for the CFP Board of Standards. 

Blaine received his Master of Public Management and Policy degree from the Heinz School of Carnegie-Mellon University. Upon graduation from CMU, he was selected for the prestigious Presidential Management Intern Program which involved management assignments in the U.S. Department of Treasury and the U.S. Senate. He subsequently served as Budget Officer for Prince William County, Virginia. Blaine then entered the private sector in professional financial management.  He earned the Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designations and served as a principal and Chief Investment Officer of Allegiance Financial Advisors.  After providing contract training and consulting services for PNC Financial Services Group, Blaine became a Senior Vice President and Director of Product Development and Management for PNC Advisors. For several years, he also served as an adjunct faculty member of the College for Financial Planning; providing instruction in investment planning and other subjects leading to the Certified Financial Planner designation.