Senior Financial Planner
Hudson Peak Wealth Advisors
AeroLeads people directory · profile
Charles S. Block, Cfp® Cep® Csa® Email & Phone Number
Senior Financial Planner
at
Hudson Peak Wealth Advisors
1 work email found
@fisherinvestments.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Financial Planner
Location
New York City Metropolitan Area, United States, United States
Who is Charles S. Block, Cfp® Cep® Csa®? Overview
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Quick answer
Charles S. Block, Cfp® Cep® Csa® is listed as Senior Financial Planner at Hudson Peak Wealth Advisors, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at fisherinvestments.com and a matched LinkedIn profile for Charles S. Block, Cfp® Cep® Csa®.
Charles S. Block, Cfp® Cep® Csa® previously worked as Certified Financial Planner® at Brightside and Financial Planner at Koa Wealth Management®. Charles S. Block, Cfp® Cep® Csa® holds Ms, Urban Policy Analysis And Management from Milano The New School Of International Affairs, Management, And Urban Policy.
Company email context
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*@fisherinvestments.com
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AeroLeads found 1 current-domain work email signal for Charles S. Block, Cfp® Cep® Csa®. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Alternative Investments, Financial Advisory, Growth Investing, Team Building, and 93 others.
Current workplace
Charles S. Block, Cfp® Cep® Csa®'s current company
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10 roles · 14 years
Charles S. Block, Cfp® Cep® Csa® work experience
A career timeline built from the work history available for this profile.
Certified Financial Planner®
CurrentBrightside is a leader in Financial Care to help improve the financial lives of working families
May 2024 - Present
Financial Planner
CurrentDesign comprehensive financial plans to include: Tax Planning; Retirement Planning; Estate Planning; Life Planning; Insurance Planning; Cash Flow Planning
Aug 2022 - Present
Personal Financial Counselor
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.
Aug 2022 - May 2024
Director Of Financial Planning
Feb 2022 - Aug 2022
Vice President Financial Planning
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
Dec 2019 - Feb 2022
Financial Planning Counselor
Dedicated client advisor to develop financial plans, guidance on social security optimization, medicare, and retirement planning
Jun 2019 - Dec 2019
Life Planning Counselor
- 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.
Mar 2018 - Jun 2019
Investment Counselor
- 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.
- 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.
Jan 2016 - Mar 2018
Managing Director | Alternative Investments | Investment Advisory & Management
Union Square Energy Advisors
- 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.
- 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.
2012 - Jun 2015
5 education records
Charles S. Block, Cfp® Cep® Csa® education
Ms, Urban Policy Analysis And Management
Milano The New School Of International Affairs, Management, And Urban Policy
Certified Financial Planning
The Boston Institute Of Finance
Mba, Finance
Fordham Gabelli School Of Business
Ba, Math
Hobart And William Smith Colleges
Education record
Certifications
FAQ
Frequently asked questions about Charles S. Block, Cfp® Cep® Csa®
Quick answers generated from the profile data available on this page.
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 Hudson Peak Wealth Advisors?
Charles S. Block, Cfp® Cep® Csa® is listed as Senior Financial Planner at Hudson Peak Wealth Advisors.
What is Charles S. Block, Cfp® Cep® Csa®'s email address?
AeroLeads has found 1 work email signal at @fisherinvestments.com for Charles S. Block, Cfp® Cep® Csa® at Hudson Peak Wealth Advisors.
Where is Charles S. Block, Cfp® Cep® Csa® based?
Charles S. Block, Cfp® Cep® Csa® is based in New York City Metropolitan Area, United States, United States while working with Hudson Peak Wealth Advisors.
What companies has Charles S. Block, Cfp® Cep® Csa® worked for?
Charles S. Block, Cfp® Cep® Csa® has worked for Hudson Peak Wealth Advisors, Brightside, Koa Wealth Management®, Zeiders Enterprises, Inc., and Jsa Sustainable Wealth Management.
How can I contact Charles S. Block, Cfp® Cep® Csa®?
You can use AeroLeads to view verified contact signals for Charles S. Block, Cfp® Cep® Csa® at Hudson Peak Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did Charles S. Block, Cfp® Cep® Csa® attend?
Charles S. Block, Cfp® Cep® Csa® holds Ms, Urban Policy Analysis And Management from Milano The New School Of International Affairs, Management, And Urban Policy.
What skills is Charles S. Block, Cfp® Cep® Csa® known for?
Charles S. Block, Cfp® Cep® Csa® is listed with skills including Alternative Investments, Financial Advisory, Growth Investing, Team Building, Wealth Management Services, Value Investing, Mentoring, and Finance.
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