Daniel Blum Email & Phone Number

As a financial planner, I take the time to understand my clients’ goals so that we can create a path toward creating the lives they envision for themselves and their families.My approach to planning is rooted in discovering what makes money meaningful to my clients and nurturing lifelong partnerships with them. I’m committed to seeing my clients’ full picture so that I can give them the best options and strategies to stay on track toward their goals today, tomorrow, and throughout all life’s changes.I specialize in providing guidance on having enough money to last throughout retirement; funding education for children or grandchildren; minimizing taxes to keep more of your income; ensuring your assets are optimally positioned; leaving your assets to heirs or charities; and creating a safety netthat accounts for illness, injury, layoffs, or market downturns.For additional information:Phone: 916-878-3342 office / 707-815-8837 cellEmail: dblum@financialguide.comDaniel Blum is a registered principal of and offers securities and investment advisory services and financial planning through MML Investors Services, LLC., member SIPC. Supervisory address: 4701 Koll Center Parkway, Suite 140; Pleasanton CA 94566. Phone 925-979-2300.Daniel Blum is licensed to sell insurance in CA, NV, WA, and GA and securities in CA and cannot communicate with, nor respond to, requests from people who reside in states where he is not licensed to conduct insurance and/or securities business. CA License number: 0G42879Licenses: Series 6, Series 63, Series 65, Series 7, Series 24 California Life & Health

Listed skills include Retirement Planning, Life Insurance, Fixed Annuities, Disability Insurance, and 18 others.