Brent Bloom

Financial Advisor at Legacy Planning Partners, LLC

Role
Financial Advisor at Legacy & Succession
Location
Tulsa, OK, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Brent Bloom

At Legacy Planning Partners, LLC, I strive to assist my clients in achieving their maximum financial potential each and every day. What separates me from my competition is the perspective in which I approach achievement of my clients goals. I believe in a values based approach to planning in which I focus on my clients goals first and combine these goals with the best solutions to achieve success. Whether you are focused on Wealth Accumulation, Wealth Protection, Wealth Distribution or even Wealth Transfer I can assist in the development of meaningful strategies to achieve success. Contact me today to learn how you can begin your journey to financial independence. While I appreciate any intention of kind words and sentiment, please do not post comments relating to your opinion of me, my services or the performance of your accounts, as current regulatory policy does not allow me to receive endorsements of my skills and expertise.

Experience

  1. Financial Advisor

    Legacy & Succession

    May 2019 — Present · Tulsa, OK, US

Education

  • University of Oklahoma

    Undergrad

    1990 — 1996

  • University of Central Oklahoma

    Bachelor's degree

    1995 — 1998

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Brent Bloom — Financial Advisor at Legacy & Succession in Tulsa, OK, US | Unifers