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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

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




I take initiative in situations
where others choose to wait,
act without being asked, and
I work until the job is done
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 of
Eagle.
I attended UC Davis
I am a
    Knight of Classic Lore
in Tau Kappa Epsilon fraternity

              As a member of Sigma Chi
           Chapter of TKE, I was awarded
                              the highest
                             honor given
                                by a local
                                  chapter
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 plan to get
                                   the CFP/CLU
                                    designations
                                      and later
                                        the ChFC



            I have
            already earned the
                LUTCF and CLTC
                   designations.
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 Association
of Insurance and
Financial Advisors




I am a member of
the Mt. Diablo Chapter
of NAIFA and have been
since December 22, 2008
NAIFA Young Advisors Team




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

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Who is Ben Bloom

  • 1. 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)
  • 2. I am very Independent My entrepreneurial path is a great fit for me because I have the freedom to buld my own business and be my own boss I take initiative in situations where others choose to wait, act without being asked, and I work until the job is done
  • 3. Visual Resume (Meant for Informational Purposes only, not intended to be advertising or represent professional expertise)
  • 4. I attended Piedmont High School
  • 5. I Was a Birdcaller in the Leonard J. Waxdeck Memorial Birdcalling Contest for 3 years
  • 6. 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 of Eagle.
  • 8. I am a Knight of Classic Lore in Tau Kappa Epsilon fraternity As a member of Sigma Chi Chapter of TKE, I was awarded the highest honor given by a local chapter
  • 9. 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
  • 10. I have a CA Insurance License and the Series 6, 7, 63, and 66 Licenses
  • 11. I believe in constant self-improvement through continuing education I plan to get the CFP/CLU designations and later the ChFC I have already earned the LUTCF and CLTC designations.
  • 12. 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
  • 13. National Association of Insurance and Financial Advisors I am a member of the Mt. Diablo Chapter of NAIFA and have been since December 22, 2008
  • 14. NAIFA Young Advisors Team I am proud to support other young advisors survive and I am a member of the thrive in a challenging business leadership committee of the local YAT chapter
  • 15. I’m working toward an MBA I am in the Bay Area Working Professional program at UC Davis
  • 16. 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
  • 17. I am a Notary In the summer of 2012 I became a Notary Public