Jeremy Blum, CFP®
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Executive Summary
Jeremy Blum, CFP(r) is a highly experienced financial advisor with 29.4 years of work experience. He specializes in investments, insurance, asset allocation, mutual funds, and IRIS. Based in the United States, Jeremy works with individuals and families in Orange County and Los Angeles County to help manage, preserve, and transition their wealth. He focuses on listening and understanding the situation and story, analyzing investments, liabilities, and other financial statements. With a Bachelor's of Science degree in Engineering Geology and a CERTIFIED FINANCIAL PLANNER certification, Jeremy utilizes his expertise to analyze client unique financial situations. He is also a dedicated family member and enjoys traveling to watch Madeline.
Contact Information
Current Workspace
Wells Fargo Advisors
Managing Director - Investments
Managing Director - Investments
Professional Background
Personal Interests
Colleagues
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