Truman G. Blocker IV
CLU, CFP®, Managing Partner
CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL
Born and raised in Dallas, Truman Blocker received his BBA in Finance from Texas Christian University in 1991 and, a few years later, added an MBA in Marketing to his portfolio. He’s been in the business since 1993 and has seen Spectrum Wealth Strategies through all phases of its lifetime. His specialty is working with clients who own their own business and want to develop an exit strategy, as well as high net worth families that want to build and protect their wealth. Currently, he’s working on a designation to work with families with special needs children as well.
During his college years, Truman was a 4x letterman in soccer. Since 2010, he’s coached Varsity Girls Soccer at Trinity Christian Academy, where he’s also on the Investment Committee. He and his wife of 30 years, Caryn, have four children and one daughter-in-law.
Truman earned his CLU designation in 2000 and his CFP designation in 2003. From 2020-2023, he was a Five Star Wealth Management* recipient. He also supports the International Association of Firefighters with financial planning assistance. Truman has been recognized nationally for developing and coaching advisors in the business.
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* 2019 Five Star Wealth Manager award was issued by Five Star Professional (FSP) in 2019 for the period covering 2019-2023. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review; 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not an endorsement or indicative of the future performance of the wealth manager. A fee was not paid for consideration however a fee is paid for marketing materials. For additional information, visit www.fivestarprofessional.com.