Daniel Blum

Role: Senior Vice President at Golden Summit Wealth & Insurance Solutions
Location: Roseville, CA, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Daniel Blum

As a financial planner, I take the time to understand my clients’ goals so that we can…

Experience

Senior Vice President
Golden Summit Wealth & Insurance Solutions
Jan 2020 — Present

Skills

Financial Services
Securities
Fixed Annuities
Iras
Investments
Recruiting
Strategic Financial Planning
Life Insurance
Series 24
Series 63
Retirement Planning
Insurance
Term Life Insurance
Series 6
Disability Insurance
Mutual Funds
Wealth Management
Series 7
Retirement
401k
Long Term Care Insurance
Whole Life

Contact information

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Work email
•••••@goldensummitwealth.com
Personal email
•••••@•••••.com
Direct dial
+17•••••••37

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Current company

Golden Summit Wealth & Insurance Solutions

Financial Services · 146 employees · Founded 1868 · Pleasanton, California, United States

We are a holistic financial planning firm that believes in the creation of a comprehensive financial roadmap for our clients. We believe in building a strong foundation through maximum protection strategies, cash value insurance, and fee-based wealth management solutions. Our efforts are focused towards creating and furthering an environment where financial professionals can fully dedicate their attention to their clients. We build balanced financial planning practices where planners own and run their own businesses at an elite level of service for an optimal client experience. We provide support and resources through practice development, professional coaching, continuing education, advanced technology utilization, and financial planning business model integration for planners to not only envision, but to execute – a multi-disciplinary practice. We invest in the highest caliber financial professionals who believe that integrity, honesty, and character matter, who provide exemplary service to their clients, and who desire to build a prosperous financial planning practice. If you’re struggling with resources, support, culture, and/or ownership of your practice, or don’t have a clear path to create the practice you envision, we would love to have a conversation. Phone: 92••••••00 Disclosures and licensing: https://goldensummitwealth.com/licensing/ CRN20••••••••05

goldensummitwealth.com

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About Daniel Blum

Experience

Senior Vice President

Skills

Find verified contacts for anyone on LinkedIn