who is ben bloom

Who is Ben Bloom?A few fun facts about me...

A presentation for those who want to know more about Benjamin Martin Bloom.(Updated periodically)

I am very Independent

I take initiative in situations where others choose to wait, act without being asked, and I work until the job is done

My entrepreneurial path is a great fit for me because I have the freedom to buld my own business and be my own boss

Visual Resume

(Meant for Informational Purposes only,not intended to be advertising

or represent professional expertise)

I attended Piedmont High School

I Was a Birdcaller in the Leonard J. Waxdeck Memorial Birdcalling 

Contest for 3 years

I am an Eagle Scout

My experiences in Boy Scouts helped shape me into the man I am today. I credit many of my own values to the years I spent achieving the rank ofEagle.

I attended UC Davis

As a member of Sigma Chi Chapter of TKE, I was awarded

the highest honor given

by a local chapter

I am a Knight of Classic Lore

in Tau Kappa Epsilon fraternity

I joined MassMutual Financial Group in October of 2008, in the midst of the

worst financial crisis in history

I believe that this has given me a unique perspective on the industry and my chosen career

I have a CA Insurance License and the Series 6, 7, 63, and 66 Licenses

                      I believe in constant     self-improvement through               continuing education

I havealready earned the     LUTCF and CLTC            designations. 

I plan to get   the CFP/CLU  designations     and later        the ChFC

I went on to become a Financial Planner at Sagemark Consulting,

part of Lincoln Financial Group

I worked as a

Junior Associate

in an elite planning group,

Waldron Wealth Advisors

National Associationof Insurance and Financial Advisors

I am a member of the Mt. Diablo Chapterof NAIFA and have beensince December 22, 2008

NAIFA Young Advisors Team

I am proud to support other young advisors survive and thrive in a challenging businessI am a member of the

leadership committee of the local YAT chapter

I’m working toward an MBA

I am in the Bay Area Working Professional program at UC Davis

H.D. Vest Financial Services provides the backing for my independent financial planning practice

I have committed to learning the intricacies of the U.S. tax code by preparing tax returns

I am a Notary

In the summer of 2012 I became a

Notary Public

MORE TO COME...