ZRC Wealth Management is proud to announce the addition of Steve Block, CFA, as a Wealth Advisor and Partner. With four decades of experience in financial services, Mr. Block brings a wealth of knowledge and a strong track record of helping clients achieve their financial goals through investment analysis and financial planning.
“Barry and I have been friends for almost twenty years and we have long discussed how special it would be to work together, combining our strengths and creating synergies for our clients. We are excited about what the future holds for the clients of ZRC Wealth Management,” Block said.
Mr. Block’s impressive career has been dedicated to serving high-net-worth families and institutional clients. He began his career in investments and financial planning in 1996 managing individuals’ wealth, managing institutional assets, and serving as the director of research at Bay Isle Financial. Later, he co-founded Phocas Financial, where he played a pivotal role in the firm’s success from 2005 to 2023.
Notably, Block has extensive experience managing institutional portfolios in small cap value and large cap value strategies, overseeing assets totaling over $1 billion for government and company pension plans, foundations, and endowments. He also honed his skills as a senior financial analyst in M&T Bank’s corporate finance department and as an employee benefit plan actuarial consultant at Howard Johnson & Company. Block earned a BA degree in Quantitative Economic Decision Science from the University of California, San Diego and an MBA degree in Accounting and Finance from the University of Michigan’s Ross School of Business.
“We’re thrilled to welcome Steve to ZRC Wealth Management,” says Managing Partner Barry Mendelson. “His decades of expertise managing both individual client wealth and institutional portfolios gives him a huge amount of knowledge and broad perspective. As we prepare to celebrate ZRC’s 25th anniversary in 2024, having Steve on the team deepens our expertise even more and ensures we have the pieces in place to serve the many generations of our clients for years to come.”
Apart from his remarkable financial career, Block is deeply committed to his community. He has dedicated 15 years to coaching youth softball and baseball, sharing his passion for sports with the next generation.
Mr. Block is actively involved in professional and civic organizations, showcasing his dedication to both his industry and his community. He is a proud member of the CFA Society San Francisco and previously served as an Investment Board Member for the Cancer Support Community of the Bay Area. His contributions extend to his involvement in various roles within the Boy Scouts of America, the San Ramon Valley Girls Athletic League, San Ramon Little League, and Head-Royce High School. In his free time, you can find Steve hitting home runs and diving for fly balls with the Walnut Creek Creakers slow-pitch softball league or embarking on exciting travel adventures with his wife.
“Joining ZRC Wealth Management is the logical next step for me,” says Block. “At this stage of my career, I’m excited to focus solely on helping individual clients improve their financial lives to meet their short- and long-term goals.”
About ZRC Wealth Management:
Since 1999, ZRC Wealth Management has been a leading wealth management firm specializing in providing comprehensive financial planning and investment services to high-net-worth individuals, families, and institutional clients. With a team of experienced professionals, ZRC delivers tailored financial solutions to help clients achieve their financial objectives.
Wealth Advisor & Managing Partner