Matthew Blocki

CEO Committed to Financial Empowerment | Guiding Clients to Achieve Financial Independence Through Personalized Strategies

Role
CEO and Founder at Equilibrium Wealth Advisors
Location
Pittsburgh, PA, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Matthew Blocki

As the CEO and Founder of Equilibrium Wealth Advisors (EWA LLC), I provide comprehensive financial planning, wealth management, retirement planning, and asset protection to physicians, retirees, business owners, and corporate leaders. With over 14 years of experience in the financial services industry, I have earned the credentials of Certified Financial Planner® (CFP®), Chartered Financial Consultant® (ChFC®), and Retirement Income Certified Professional (RICP®).My mission is to help clients balance competing goals, and to ensure they protect their most valuable and non-renewable resource: time. I take a proactive role as a partner in their financial life, serving as a catalyst to affirm big decisions and make the complex simple.

Experience

  1. CEO and Founder

    Equilibrium Wealth Advisors

    Jun 2020 — Present · Pittsburgh, PA, US

    EWA LLC is a Wealth Management practice serving physicians, retirees, business owners and corporate leaders.EWA LLC takes a proactive role as a partner in your financial life serving as a catalyst to affirm big decisions and make the complex simple. For More information, visit EWA-LLC.com

Education

  • Geneva College

    Bachelor of Science

    2006 — 2010

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Matthew Blocki — CEO and Founder at Equilibrium Wealth Advisors in Pittsburgh, PA, US | Unifers