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

Peter Blok, CFP®

Financial Advisor

Blok Financial, LLC

640 Norwood Rd
Downingtown, PA 19335
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 Downingtown, 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

More

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