Peter  Blok,  CFP<sup>&reg;</sup> - Financial Advisor

Peter Blok, CFP®

Financial Advisor

Blok Financial, LLC

243 W Lincoln Hwy
Exton, PA 19341-2613
FINANCIAL ADVISOR'S WEBSITE
(484) 234-3300

General

Peter Blok is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Blok Financial, LLC in Exton, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Investment Management, Estate Planning, Limited Partnerships, Mutual Funds, Real Estate, Insurance, Job Loss, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Tangible Assets, Sudden Wealth, Women's Finances

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