CHARLES BOCK

Charles T. Bock, CFP®, ChFC®, CEPA®, CLU®, WMCP®, SE-AWMA™, CRPS™, CRPC™, AWMA™, AAMS™, is a financial advisor and limited partner with Edward Jones Otis Bock Wealth Management. He is dedicated to delivering wealth management strategies for business owners and families. Since beginning his career in the financial services industry in 2020, he's been committed to helping clients pursue wealth optimization and establish reliable income streams for retirement.

Charles takes a holistic approach to financial planning, aimed at reducing financial risk, optimizing your current financial position, and maxing growth opportunities. In collaboration with your estate-planning attorneys and tax professionals, we will work together to develop a personalized financial strategy that aligns your near-term financial decisions with your long-term financial goals, ensuring a cohesive and effective wealth transfer plan.

Charles holds a bachelor's degree in financial economics from Wabash College, where he developed a strong foundation for critical thinking and problem solving. He has earned multiple industry-recognized designations to ensure that his clients-as well as their professional team-can have full confidence in his ability to provide knowledgeable, experienced, and well-informed financial guidance tailored to their unique needs.

Charles focuses on the following areas: Investment Planning, Retirement Planning, Insurance Planning, Legacy and Estate Considerations, Exit Strategies, Employer Retirement Plans

In his free time, you can find him coaching youth sports, working out, and volunteering with members of the Knights of Columbus.

Charles T. Bock, CFP®, ChFC®, CEPA®, CLU®, WMCP®, SE-AWMA™, CRPS™, CRPC™, AWMA™, AAMS™, is a financial advisor and limited partner with Edward Jones Otis Bock Wealth Management. He is dedicated to delivering wealth management strategies for business owners and families. Since beginning his career in the financial services industry in 2020, he's been committed to helping clients pursue wealth optimization and establish reliable income streams for retirement.

Charles takes a holistic approach to financial planning, aimed at reducing financial risk, optimizing your current financial position, and maxing growth opportunities. In collaboration with your estate-planning attorneys and tax professionals, we will work together to develop a personalized financial strategy that aligns your near-term financial decisions with your long-term financial goals, ensuring a cohesive and effective wealth transfer plan.

Charles holds a bachelor's degree in financial economics from Wabash College, where he developed a strong foundation for critical thinking and problem solving. He has earned multiple industry-recognized designations to ensure that his clients-as well as their professional team-can have full confidence in his ability to provide knowledgeable, experienced, and well-informed financial guidance tailored to their unique needs.

Charles focuses on the following areas: Investment Planning, Retirement Planning, Insurance Planning, Legacy and Estate Considerations, Exit Strategies, Employer Retirement Plans

In his free time, you can find him coaching youth sports, working out, and volunteering with members of the Knights of Columbus.