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Who is Ben Bloom
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![Page 1: Who is Ben Bloom](https://reader038.fdocuments.in/reader038/viewer/2022103110/54965c05b4795920778b458f/html5/thumbnails/1.jpg)
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)
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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
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Visual Resume
(Meant for Informational Purposes only,not intended to be advertising
or represent professional expertise)
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I attended Piedmont High School
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I Was a Birdcaller in the Leonard J. Waxdeck Memorial Birdcalling
Contest for 3 years
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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.
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I attended UC Davis
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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
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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
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I have a CA Insurance License and the Series 6, 7, 63, and 66 Licenses
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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
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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
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National Associationof Insurance and Financial Advisors
I am a member of the Mt. Diablo Chapterof NAIFA and have beensince December 22, 2008
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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
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I’m working toward an MBA
I am in the Bay Area Working Professional program at UC Davis
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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
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I am a Notary
In the summer of 2012 I became a
Notary Public
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MORE TO COME...