Who We Are

ROBERT J. BLATTEL, CFP®

Bob is the founder of Blattel & Associates. He has been in the business of helping people make smart choices about their money since 1977. Bob's over 30 years of experience enable him to effectively design objective financial strategies, customized to each client's particular circumstances. He then communicates these sophisticated concepts in a thoughtful and easily understood manner. More importantly, Bob connects to each of his clients in personal way that leads to true understanding of his client’s lives and goals and therefore long-term client-planner relationships.
 
One of the founding principles that Bob built Blattel & Associates on is education.  He believes that it is his responsibility to help educate clients and the public on financial planning topics.  Bob hosted financial seminars at Lindenwood College from 1979-1985 and has taught retirement planning courses at St. Charles Community College since 1990. He also periodically teaches basics of financial planning classes and workshops at local high schools.
 
Bob is a recurrent guest speaker for organizations and corporations around the area. He also has appeared on radio talk shows. During the past two decades, Bob has been quoted in a variety of publications on the topic of retirement planning.
 
He received his Bachelor of Science Degree in business from the University of Missouri at St. Louis. Early on, Bob recognized the importance of professional standards in his field and tested for and was awarded the CERTIFIED FINANCIAL PLANNERTM certification in 1981.  As a CFP® certificant, he is held to a standard of excellence and abides by the CFP Board’s ongoing education, examination, experience and ethics requirements. Bob is also an active member of the Financial Planners Association.   In addition, he is on the Board of the Cottleville Weldon Spring Chamber of Commerce and is a member of the St. Peters Chamber of Commerce.
 
Bob and his wife have four grown children. They have resided in the St. Charles County area for the past 30 years. As an active member of his community, Bob enjoys visiting local retirement homes, elementary schools and charity functions to entertain audiences with magic.  He also spends time on his numerous hobbies, including astronomy, classic cars, train sets and cheering for the Cardinals.

You can contact Bob at Bob@Blattels.com.

            
 
SCOTT A. BLATTEL
 

Scott joined Blattel & Associates in 2000 and has been helping the financial futures of clients ever since. His role as Financial Planner includes investment research and analysis; strategy development; and risk management evaluation.  Scott maintains ongoing contact with portfolio analysts and managers as part of Blattel & Associates’ high-level dedication to investment research.

 

In addition, he is responsible for gathering the data, preparing the analysis and running the computer simulations used for client financial plans and annual reviews.  Scott also provides support during advisory meetings, researches client issues and answers any questions our clients may have.  Since 2007, he has assisted Bob with the retirement planning classes he teaches at St. Charles Community College.

Scott received his Bachelor of Science Degree in Business Administration with a concentration of Finance from University of Missouri St. Louis in 2003.  He has his Series 7 certification, as well as his Life Insurance and Health Insurance licenses.  Currently, Scott is working on coursework and experience requirements to earn the Certified Financial Planner (CFP™) designation. 

Scott’s strong sense of teamwork and dedication is evident in the office and with his outside pursuits.  He enjoys playing in a local hockey league and coaching his daughter's baseball and soccer teams.  He and his family are lifelong residents of the Saint Charles County area.

 

You can contact Scott at Scott@Blattels.com.

    
 

CONNIE PULLUM

Connie has been an integral part of Blattel & Associates for the last 3 years. She welcomes visitors, handles office administration and conducts a multitude of other essential tasks on a daily basis that ensure the efficient delivery of services to our clients. 

Connie is the first to greet our clients and other guests - whether in person or by phone. She is responsible for coordinating all of our schedules and setting up client meetings. She also prepares client paperwork, coordinates with our brokerage firm on transactions and maintains our records, client management database and business logs. Connie’s dedication to providing the highest level of client service makes her an invaluable part of the Blattel & Associates team.

When not helping clients here, Connie enjoys spending time with her family in St. Charles.  She also makes an amazing apple pie!


 

KATE CHRISTOPHER

Kate is the Communications Director at Blattel & Associates.  She is responsible for client communications, event coordination, community relations and marketing-related project management. 

Kate writes and manages the web site content; creates and coordinates the production and distribution of the quarterly newsletter; and assists with maintaining the client management database.  She also plans and executes all aspects of client seminars, community events and private workshops.

She received her Bachelor of Arts Degree in writing from Truman State University in 2001.  Kate has over 7 years of experience in the creative/marketing field with skills in design, communication and project/event management. 

Kate enjoys spending time with her husband, infant son and their black lab Maisy. She is also an avid reader and Soduko fanatic. 

You can contact Kate at kate@blattels.com.


 
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the CERTIFIED FINANCIAL PLANNER Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.        
 
©2010 Blattel & Associates. All rights reserved.