“People on television and in the newspapers tend to complicate things,” Charles says.
“While financial planning can sometimes be complex, I try to keep things simple and
speak in ordinary English when it comes to financial matters. People appreciate that.”
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Charles Blozinski, CSA, CFP®
President and CEO, Financial Planner
Charles Blozinski is driven to provide unbiased, straightforward advice to help his
clients and their families become and remain financially secure.
A United States Army veteran, father of three sons, and graduate of UCLA with a
degree in economics, Charles has developed his own financial planning philosophy:
“Slow and steady wins the race.”
Charles is passionate about the fee-only financial planning process. “It's why I joined the
team at Integrity Financial Planners,” he says. “When clients realize we're not selling
them products for commission, it becomes a true partnership. Then we can really get
down to the business of developing a plan and helping them reach their goals.”
Charles is a CERTIFIED FINANCIAL PLANNER™ professional. This designation is
granted to individuals by the Certified Financial Planner Board of Standards, Inc.
CERTIFIED FINANCIAL PLANNER™ professionals must meet the highest standards
in education, experience, and ethics.
To assist clients who are seniors, he earned the Certified Senior Advisor certification.
As a designated CSA, he meets the personal integrity requirements of the Society of
Certified Senior Advisors; demonstrates knowledge of fi nancial, social, and health issues
facing America's seniors; and follows the CSA Code of Professional Responsibility,
which promotes the highest ethical business practices.
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