Charles S. Block, Cfp® Cep® Csa®

Charles S. Block, Cfp® Cep® Csa® Email and Phone Number

Senior Financial Planner @ Hudson Peak Wealth Advisors
New York, NY, US
Charles S. Block, Cfp® Cep® Csa®'s Location
New York City Metropolitan Area, United States, United States
Charles S. Block, Cfp® Cep® Csa®'s Contact Details

Charles S. Block, Cfp® Cep® Csa® work email

Charles S. Block, Cfp® Cep® Csa® personal email

n/a
About Charles S. Block, Cfp® Cep® Csa®

As someone who helps families navigate the common pitfalls of retirement planning and life planning, I employ a genuine concern for and commitment to guiding them to their most meaningful lives.By understanding complex issues and concepts and communicating them in a relatable way, I am able to help my clients do well by doing good.My success in these areas have come as a consultant and on-staff leader in the investment, equites trading and public policy realms.I have a history of building and overseeing personnel and projects that equal or exceed designated objectives and standards.My expertise include developing and executing programs and initiatives that help my clients maintain and grow their nest eggs and retain their overall independence.Plus, I have a proven performance history of handling tasks from initial planning to final delivery while maintaining budgets and schedules.

Charles S. Block, Cfp® Cep® Csa®'s Current Company Details
Hudson Peak Wealth Advisors

Hudson Peak Wealth Advisors

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Senior Financial Planner
New York, NY, US
Charles S. Block, Cfp® Cep® Csa® Work Experience Details
  • Hudson Peak Wealth Advisors
    Senior Financial Planner
    Hudson Peak Wealth Advisors
    New York, Ny, Us
  • Brightside
    Certified Financial Planner®
    Brightside May 2024 - Present
    Chandler, Arizona, Us
    Brightside is a leader in Financial Care to help improve the financial lives of working families
    View
  • Koa Wealth Management®
    Financial Planner
    Koa Wealth Management® Aug 2022 - Present
    Encinitas , California, Us
    Design comprehensive financial plans to include: Tax Planning; Retirement Planning; Estate Planning; Life Planning; Insurance Planning; Cash Flow Planning
    View
  • Zeiders Enterprises, Inc.
    Personal Financial Counselor
    Zeiders Enterprises, Inc. Aug 2022 - May 2024
    Woodbridge, Va, Us
    Guided and supported Military Service Members to see a path to building wealth so that their financial resources will support their desired livesProvided Financial Counseling to 2000 Military Service Members on Two Bases and On DemandPerformed outreach, personal financial counseling, briefings and presentations that provide personal finance principles and applications to financially empower Military Service Members
    View
  • Jsa Sustainable Wealth Management
    Director Of Financial Planning
    Jsa Sustainable Wealth Management Feb 2022 - Aug 2022
    Rhinebeck, Ny, Us
    View
  • Churchill Management Group
    Vice President Financial Planning
    Churchill Management Group Dec 2019 - Feb 2022
    Los Angeles, Ca, Us
    Design comprehensive financial plans for high net worth individualsProvide financial, retirement, and life planning Perform social security, Long Term Care and Education planningEducate clients on Estate Planning needs
    View
  • Fisher Investments
    Financial Planning Counselor
    Fisher Investments Jun 2019 - Dec 2019
    Plano, Texas, Us
    Dedicated client advisor to develop financial plans, guidance on social security optimization, medicare, and retirement planning
    View
  • Fisher Investments
    Life Planning Counselor
    Fisher Investments Mar 2018 - Jun 2019
    Plano, Texas, Us
    Selected for new team in orienting clients and helping to navigate non-legal and non-financial aspects of aging. Assist clients with estate planning, elder care, aging in place, and legacy planning. Key Accomplishment:• Produced more than $650K in additional assets in first quarter 2019 and $4.5M in retained assets through estate planning and succession guidance.
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  • Fisher Investments
    Investment Counselor
    Fisher Investments Jan 2016 - Mar 2018
    Plano, Texas, Us
    Guided 185+ relationships with high net worth private clients worth $129M in assets. Formed long-term relationships through frequent communications, portfolio suitability assessments, and asset allocations and investment advice. Introduced new client portfolios through systematic orientation, individual discussions on investment objectives, Monte Carlo simulation, and portfolio construction. Key Accomplishments:• Achieved 96.4% new client clearance/onboarding rate for 12-months for No. 1 producing salesperson in firm. • Secured $11MM in new client AUM over one year and 80% clearance rate for prospects vs. 30% firm average.
    View
  • Union Square Energy Advisors
    Managing Director | Alternative Investments | Investment Advisory & Management
    Union Square Energy Advisors 2012 - Jun 2015
    Led $3MM in balance sheet and $3MM in off-balance sheet financing for publicly traded oil and gas company drilling initial successful horizontal oil well. Developed off-balance sheet financial tool to leverage assets of acquisition into new oil trend by publicly traded oil and gas company. Key Accomplishments:• Spearheaded $2.3M capital raise with company insiders of NASDAQ listed medical IT company. • Designed and executed market awareness-differentiation plans for publicly-traded small cap energy, medical IT, and biopharmaceutical companies transitioning from development to growth stages. • Discovered leader in emerging oil trend in Colorado with investment at $3.75/share to earn 250% return on invested capital.

Charles S. Block, Cfp® Cep® Csa® Skills

Alternative Investments Financial Advisory Growth Investing Team Building Wealth Management Services Value Investing Mentoring Finance Investor Relations Program Design Socially Responsible Investing Cross Functional Team Leadership Benchmarking Management Organizational Hedge Funds Investment Management Leadership Strategic Partnerships Public Speaking Impact Investing Retirement Planning Valuation Financial Planning Asset Al Portfolio Management Capital Markets Strategic Corporate Philanthropy Microfinance Relationship Management Team Management Institutional Investments Fundraising Asset Allocation Investment Advisory Strategy Scenario Planning Management Consulting Public Policy Budgeting Certified Senior Advisor Risk Management Asset Management New Business Development Nonprofits Policy Community Outreach Private Equity Project Management Research Strategy Development Analysis Financial Markets Stakeholder Engagement Economics Corporate Finance Client Assessment Financial Modeling Business Development Client Services Money Guide Pro Strategic Planning Client Development Leadership Development Change Management Non Profits Chartered Market Technician Investor Liaison Stakeholder Analysis Seniors Policy Analysis Sustainable Investing Report Writing Investments Process Improvement Youth Empowerment Financial Services Equities Wealth Management Mutual Funds Senior Population Counseling Business Planning Investment Strategies Program Management Proposal Writing Financial Analysis Program Development Private Foundations Budgets Business Strategy Due Diligence Trading Problem Solving Investor Development Financial Management Special Situations Investing Securities

Charles S. Block, Cfp® Cep® Csa® Education Details

  • Milano The New School Of International Affairs, Management, And Urban Policy
    Milano The New School Of International Affairs, Management, And Urban Policy
    Urban Policy Analysis And Management
  • The Boston Institute Of Finance
    The Boston Institute Of Finance
    Certified Financial Planning
  • Fordham Gabelli School Of Business
    Fordham Gabelli School Of Business
    Finance
  • Hobart And William Smith Colleges
    Hobart And William Smith Colleges
    Math
  • Certifications
    Certifications

Frequently Asked Questions about Charles S. Block, Cfp® Cep® Csa®

What company does Charles S. Block, Cfp® Cep® Csa® work for?

Charles S. Block, Cfp® Cep® Csa® works for Hudson Peak Wealth Advisors

What is Charles S. Block, Cfp® Cep® Csa®'s role at the current company?

Charles S. Block, Cfp® Cep® Csa®'s current role is Senior Financial Planner.

What is Charles S. Block, Cfp® Cep® Csa®'s email address?

Charles S. Block, Cfp® Cep® Csa®'s email address is c.****@****nts.com

What schools did Charles S. Block, Cfp® Cep® Csa® attend?

Charles S. Block, Cfp® Cep® Csa® attended Milano The New School Of International Affairs, Management, And Urban Policy, The Boston Institute Of Finance, Fordham Gabelli School Of Business, Hobart And William Smith Colleges, Certifications.

What are some of Charles S. Block, Cfp® Cep® Csa®'s interests?

Charles S. Block, Cfp® Cep® Csa® has interest in Children, Economic Empowerment, Civil Rights And Social Action, Environment, Poverty Alleviation, Human Rights.

What skills is Charles S. Block, Cfp® Cep® Csa® known for?

Charles S. Block, Cfp® Cep® Csa® has skills like Alternative Investments, Financial Advisory, Growth Investing, Team Building, Wealth Management Services, Value Investing, Mentoring, Finance, Investor Relations, Program Design, Socially Responsible Investing, Cross Functional Team Leadership.

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