David O’Block, CFP®, RFC®
Founding Partner, The Equity Advisor Group, Inc.
David O’Block is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Registered Financial Consultant, and a founding partner of The Equity Advisor Group. He has more than 30 years of experience in financial services.
The Edinboro University graduate, who earned a B.S. in Education, is licensed for life, accident and healthcare insurance. He is also registered to work as a stock broker and with "fee-only" advisory accounts and can currently conduct business in about half of the U.S. states.
David has been chairman of his local church council and financial board, a member of the building committee and a member and chairman of the trustees for the Western Pennsylvania Annual Conference of United Methodist churches, which oversees properties in 23 counties in the western third of Pennsylvania. He has been a board member of the WPAUMC Foundation, which oversees the financial assets of numerous churches, trusts and charitable organizations. He has been awarded the Toastmasters International “Competent Communicator” award and is available for public speaking engagements for groups and clubs.
David and his wife, Sandy, have lived in Penn Township, Pennsylvania for more than 30 years. They have three children and two grandchildren. They enjoy travel, music, food and spending time with their family.