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Joan B
Series 63, Series 65
Kellogg, ID
Castle Rock Wealth Management, LLC
Joan Block is a financial advisor at Castle Rock Wealth Management, LLC with 45 years of industry experience. She previously worked at First Allied Securities, Inc. for 24 years and at Private Client Services for one year. Castle Rock Wealth Management provides investment advisory, financial planning, and retirement plan consulting to individuals, trusts, estates, and business entities. The firm manages approximately $521.8 million for nearly 1,900 clients through a team of eight advisors, combining fundamental and technical analysis with active trading strategies and ongoing portfolio monitoring.
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