Jamie Block (CFP®, CPA/PFS, EA)

Jamie Block focuses in the
following client markets or areas of practice:

  • AUM
  • Baby Boomers
  • Charitable Giving
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management

Planning Specialties

Holistic planning includes:

  • Tax planning
  • Retirement & Distribution planning
  • Investment Management
  • Social Security Planning
  • Estate Planning
  • Risk management including insurance planning
  • Education Planning

Additional Information

Jamie began her career in financial services in 1999. She graduated from Cornell University with a Bachelor of Science and holds an MBA in Accounting from the University of Rochester, Simon School of Business. Jamie is a registered member of The National Association of Professional Financial Advisors (NAPFA), and treasurer of the Rochester Chapter of the Financial Planning Association. Jamie volunteers as an EMT for the Victor-Farmington Ambulance Corp. and is involved with numerous local community organizations.

NAPFA Start Date

January 07, 2008

This Office

375 Woodcliff Dr Ste 1C Fairport, NY 14450-4276 Phone: (585) 442-3230