Investment Advisor
Current
May 2023 - Present
AeroLeads people directory · profile
Adam Blocki, Cfa, Cfp® Email & Phone Number
Investment Advisor
at
Schechter
1 work email found
@schechterwealth.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Investment Advisor
Location
Pagosa Springs, Colorado, United States
Company size
Who is Adam Blocki, Cfa, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Adam Blocki, Cfa, Cfp® is listed as Investment Advisor at Schechter, a with 49 employees, based in Pagosa Springs, Colorado, United States. AeroLeads shows a work email signal at schechterwealth.com and a matched LinkedIn profile for Adam Blocki, Cfa, Cfp®.
Adam Blocki, Cfa, Cfp® previously worked as Financial Planner at Staub Financial Services Inc and Financial Planner at Type Two Wealth. Adam Blocki, Cfa, Cfp® holds B.A., Economics from University Of Michigan.
Company email context
Email format at Schechter
This section adds company-level context without repeating Adam Blocki, Cfa, Cfp®'s masked contact details.
*@schechterwealth.com
71% confidence
AeroLeads found 1 current-domain work email signal for Adam Blocki, Cfa, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Adam Blocki, Cfa, Cfp®
Adam Blocki, Cfa, Cfp® is a Investment Advisor at Schechter. He possess expertise in financial analysis, portfolio management, analysis, microsoft excel, microsoft office and 6 more skills. He is proficient in Spanish.
Listed skills include Financial Analysis, Portfolio Management, Analysis, Microsoft Excel, and 7 others.
Current workplace
Adam Blocki, Cfa, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Schechter
7 roles
Adam Blocki, Cfa, Cfp® work experience
A career timeline built from the work history available for this profile.
Financial Planner
Crafting top-tier financial solutions for clients while also focusing on personal well-being to better enjoy the financial independence you desire
Mar 2021 - May 2023
Financial Planner
Type Two Wealth
Nov 2019 - Mar 2021
Senior Portfolio Manager
› Developing new strategies and economic trend identifiers to help position various portfolios representing over $180M in client assets› Managing both passive equity portfolios indexed to major benchmarks, and active portfolios focused on value-oriented, dividend-paying equities› Creating and managing tactical ETF portfolios for 401(k) accounts› Gathering and analyzing data pertinent to custom strategies› Evaluating external managers for recommendation to advisors› Educating advisors on portoflio construction and end clients on the dynamics of our portfolios and their underlying disciplines› Writing monthly newsletter for clients along with conference call to address relevant market topics and portfolio performance› Designing client-facing print and video marketing materials
Aug 2012 - Mar 2021
Operations Associate
› Obtained Series 7 & 65 license› Addressed client inquiries both directly through one-on-one presentations and indirectly by prepping advisors for presentations› Started the research and data collection that would eventually lead to the spin-off company A Smarter Way to Invest
Mar 2011 - Dec 2013
Accounting Intern
Dürr Systems, Mexico
May 2008 - Aug 2008
Accounting Intern
May 2007 - Aug 2007
Team & coworkers
Colleagues at Schechter
Other employees you can reach at schechterwealth.com. View company contacts for 49 employees →
IL
Ilana Liss
Colleague at SchechterBirmingham, Michigan, United States
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KK
Kathy Kirksey
Colleague at SchechterSouthfield, Michigan, United States
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CS
Colin Steinberg
Colleague at SchechterBirmingham, Michigan, United States
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JO
Joseph Opiela, Cfa
Colleague at SchechterDetroit Metropolitan Area, United States
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CG
Cindy Gresham
Colleague at SchechterBirmingham, Michigan, United States
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AS
Ann-Marie Sandquist
Colleague at SchechterSilverthorne, Colorado, United States
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AB
Alex Belinsky
Colleague at SchechterRoyal Oak, Michigan, United States
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CB
Christine Belcher
Colleague at SchechterBerkley, Michigan, United States
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MA
Michelle Anstett
Colleague at SchechterBloomfield Hills, Michigan, United States
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KG
Kevin Giganti
Colleague at SchechterTroy, Michigan, United States
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Ilana Liss
Colleague at SchechterBirmingham, Michigan, United States
View →
KK
Kathy Kirksey
Colleague at SchechterSouthfield, Michigan, United States
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CS
Colin Steinberg
Colleague at SchechterBirmingham, Michigan, United States
View →
JO
Joseph Opiela, Cfa
Colleague at SchechterDetroit Metropolitan Area, United States
View →
CG
Cindy Gresham
Colleague at SchechterBirmingham, Michigan, United States
View →
AS
Ann-Marie Sandquist
Colleague at SchechterSilverthorne, Colorado, United States
View →
AB
Alex Belinsky
Colleague at SchechterRoyal Oak, Michigan, United States
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CB
Christine Belcher
Colleague at SchechterBerkley, Michigan, United States
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MA
Michelle Anstett
Colleague at SchechterBloomfield Hills, Michigan, United States
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KG
Kevin Giganti
Colleague at SchechterTroy, Michigan, United States
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1 education record
Adam Blocki, Cfa, Cfp® education
FAQ
Frequently asked questions about Adam Blocki, Cfa, Cfp®
Quick answers generated from the profile data available on this page.
What company does Adam Blocki, Cfa, Cfp® work for?
Adam Blocki, Cfa, Cfp® works for Schechter.
What is Adam Blocki, Cfa, Cfp®'s role at Schechter?
Adam Blocki, Cfa, Cfp® is listed as Investment Advisor at Schechter.
What is Adam Blocki, Cfa, Cfp®'s email address?
AeroLeads has found 1 work email signal at @schechterwealth.com for Adam Blocki, Cfa, Cfp® at Schechter.
Where is Adam Blocki, Cfa, Cfp® based?
Adam Blocki, Cfa, Cfp® is based in Pagosa Springs, Colorado, United States while working with Schechter.
What companies has Adam Blocki, Cfa, Cfp® worked for?
Adam Blocki, Cfa, Cfp® has worked for Schechter, Staub Financial Services Inc, Type Two Wealth, A Smarter Way To Invest, and Caitlin John Private Wealth Management.
Who are Adam Blocki, Cfa, Cfp®'s colleagues at Schechter?
Adam Blocki, Cfa, Cfp®'s colleagues at Schechter include Ilana Liss, Kathy Kirksey, Colin Steinberg, Joseph Opiela, Cfa, and Cindy Gresham.
How can I contact Adam Blocki, Cfa, Cfp®?
You can use AeroLeads to view verified contact signals for Adam Blocki, Cfa, Cfp® at Schechter, including work email, phone, and LinkedIn data when available.
What schools did Adam Blocki, Cfa, Cfp® attend?
Adam Blocki, Cfa, Cfp® holds B.A., Economics from University Of Michigan.
What skills is Adam Blocki, Cfa, Cfp® known for?
Adam Blocki, Cfa, Cfp® is listed with skills including Financial Analysis, Portfolio Management, Analysis, Microsoft Excel, Microsoft Office, Customer Service, Strategic Planning, and Cash Flow.
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