Phil  Blum, LUTCF®

Phil Blum, LUTCF®

Director of Planning & Investment Services

What inspired you to become a financial professional?
My grandfather started a business, now run by my dad and uncle. At family gatherings, stories were often shared about how one should work with their clients and work for their success. My grandfather and father also enjoyed discussing the stock markets, so I was introduced to investing at an early age.

What are your passions in life?
I enjoy spending time with my wife and dog, traveling, cooking, biking, and playing any card game. I also love completing puzzles and keeping up to date on new technology trends.