Ben Blum has over 15 years of experience in the investment industry. His experience includes asset management, retirement planning, college planning, comprehensive financial planning, life insurance and assessments of 401K plans. In previous roles, he and his team successfully managed institutional investment accounts totaling over $120 billion and $50 billion in assets under management.
He earned his MBA from the Pepperdine Graziadio School of Business with an emphasis on Finance and his undergraduate business degree was earned from the University of Idaho. Ben holds a General Securities Series 7 and Investment Advisory Series 65 license.
Ben seeks to provide solid, professional advice on ways to work toward and achieve a client’s financial goals. He takes an active role in educating clients about matters concerning retirement; tax-advantaged investing and estate planning. His goal is to deliver professional wealth management through sound advice, helping create value, focus, and understanding. Once a plan is implemented, a timely review and update is consistent with his investment process.
Ben, his wife, and their three children reside in Huntington Beach. They are very happy to be part of this community and feel it is a wonderful place to live and raise their children. Ben and his wife are both active in the local schools and coach/volunteer in baseball, soccer and ballet. In his free time, Ben enjoys fishing, outdoors activities and rooting for the Miami Dolphins and Los Angeles Dodgers.