Daniel Blum


    Focus: Insurance Strategies, Investment Strategies, Student Loan Refinancing, Business Owners, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education

    Languages: English

    I offer total financial needs analysis through a network of experienced professionals with expertise in:

    • Retirement analysis and programs
    • Estate strategies
    • Employee benefit and retention services
    • Business continuation strategies
    • Trust services*

    *Trust services offered through the MassMutual Trust Co., FSB

    Education

    Pacific Union College (1994-1998)

    Affiliations & Memberships

    Member of Finseca
    Member of NAIFA

    See Daniel’s Licenses and Disclosures

    Check the background of this investment professional on FINRA’s BrokerCheck

    Contact Daniel

    *Fields are required

    Roseville Satellite Office

    Satellite Office

    2241 Douglas Blvd., Suite 100
    Roseville, CA 95661

    CRN202207-267436