Mr. Bock has been employed as an investment adviser representative of Professional Planning since 2005. Mr. Bock has also been a registered representative of Mutual Securities Inc. since June of 2009. From 2001 until June of 2009 Mr. Bock was employed as a registered representative of Royal Alliance Associates, Inc.
Mr. Bock has been a CERTIFIED FINANCIAL PLANNER™ since January, 2013. The CERTIFIED FINANCIAL PLANNER™, CFP® and federally registered CFP (collectively, the “CFP® marks”) are professional certification marks granted in the United States by Certified Financial Planner Board of Standards, Inc. (“CFP Board”).
Mr. Bock has held the designation of Chartered Retirement Planning Counselor (CRPC®) since August 2012. The College of Financial Planning® awards the CRPC® designation to applicants who complete the CRPC® professional education program, pass a final examination, commit to a code of ethics and agree to pursue continuing education. Continued use of the CRPC® designation is subject to ongoing renewal requirements.
Ken has life, disability and long term care insurance license through the California Department of Insurance. Ken holds the Designated Real Property Administrator, BOMA, 1993. He is also an investment advisor representative with Professional Planning, a Registered Investment Advisor registered with the SEC. He is able to help clients with stocks, bonds, annuities and mutual funds as well as providing financial advice.
Mr. Bock was born in 1961. Mr. Bock graduated from the California State University of Northridge, with a Bachelor of Arts degree. In addition, Ken has served as President of Temple Adat Elohim and served on their Board of Trustees for 14 years. He plays tennis and enjoys riding his road bike. Ken has been married for over 30 years and has two children to whom he attributes most of his grey hair.