Find the Certified Financial Planner™
Who's right for you.

Kirk A. Block, CPA/PFS, CFP®, AIFA®

Block Wealth Management, Inc.

4909 Murphy Canyon Rd
Ste 130
San Diego, CA 92123-4300
Phone: (760) 796-5550 x14
Fax: (760) 796-5559

Household Income Minimum: $100,000
Investable Asset Minimum: $100,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.