Peter Blok, CFP®
Financial Advisor
Peter serves as President and Lead Financial Advisor to a select number of clients seeking a financial planning strategy that is better insulated from those events that are out of our control, such as financial market volatility, political and economic uncertainty.
Peter has specialized in financial and investment planning since 1998. Peter received his BBA degree in Accounting from James Madison University. He holds his Securities 6, 7, 63, and 65 registrations as well as a life and health insurance license. Peter also maintains a Certified Financial Planner designation.
Peter is a member of the Financial Planning Association, a proud supporter of the Leukemia & Lymphoma Society, and gives some of his time and resources to the Chester County Food Bank.
When not working, Pete's favorite places to be are the mountains of New Hampshire and the Delaware beaches. Peter enjoys playing tennis, golf, skiing, traveling, and building a lifetime of memories with his wife Amy, daughter Libby, and son Charlie.