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How We Work

How We Work

Since 1977, our team of experienced professionals has been dedicated to doing the right thing and helping people navigate difficult or complex situations in their financial lives. We at Blattel & Associates believe that the greatest value we bring to clients is the wisdom we provide to help them improve the quality of their lives. You want a firm that has the character and integrity to always put your interests first and to give you financial peace of mind, and we can be that firm for you. We are eager to develop a lifelong relationship with you that puts you in the position of having an advocate on your side to empower you and allow you to embrace solutions for your benefit every day.

We are confident that our understanding of personal finance combined with our training as financial professionals can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand way so that they can grasp the idea of personal finance and use those concepts to pursue their financial objectives.

We hope you'll browse the various resources available on our website and we welcome the opportunity to meet with you and discuss your unique financial circumstances.

Our team approach adds a diverse perspective to all we do, and it allows us to provide increased benefits for our clients.

Scott A. Blattel

As Owner, President, and Lead Financial Advisor of Blattel & Associates, I am responsible for developing financial planning and investment strategies for our clients. I meet with our clients in order to provide them with advice...

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Robert J. Blattel, CFP®

As Founder of Blattel & Associates, I focus on client communications and developing personal relationships with clients. I founded this firm in order to help people from all walks of life achieve their financial goals so that they...

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Kate Blattel Christopher

kate@blattels.com

As Owner and Vice President of Blattel & Associates, I specialize in managing client services and support, client communications, event coordination, marketing, office management, and human resources. In relation to this, my duties...

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Scott Kincaid

skincaid@blattels.com

As Operations Supervisor at Blattel & Associates, I am responsible for business operations in all areas, including firm accounting, building and office management, creating and updating processes and procedures, client transactions,...

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Kyle Holzum

kyle@blattels.com

As a part-time Assistant Paraplanner at Blattel & Associates, I assist Scott in organizing the data that we gather from clients and entering that information to create retirement plans and tax analysis. I run portfolio reports and...

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