Brent Bloom
Financial Advisor at Legacy Planning Partners, LLC
- Role
- Financial Advisor at Legacy & Succession
- Location
- Tulsa, OK, US
- LinkedIn followers
- 500 followers
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
Financial Advisor
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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