Rick Bloom

About Rick Bloom

I help people approaching retirement in the tri-state area by making sure this journey to an amazing part of their life has a \"failure is not an option\" clause! I aim to help them have their dream retirement realized.they can then leave behind their fears of outliving their money.which leads to an extremely satisfying, worry-free and happy life. If there is a fork in the road to retirement, you don\'t want to make a mistake and take the road to a so-so retirement - you want to choose the road that will let you empower yourself and provide for the people you love. 91••••••29 r•••••@strategiesforwealth.com Rick joined Strategies for Wealth in 2007, following 9 years as a financial planner at Tri-State Financial in Tarrytown. This followed 7 years as an agent for the Paul Revere Life Insurance Company, also in Tarrytown. His financial planning practice focuses on providing insurance, investment, retirement and estate planning services to professionals, business owners and executives. Rick has demonstrated his commitment to the highest level of professional knowledge and ethics by earning his CERTIFIED FINANCIAL PLANNER™, Retirement Income Certified Professional®, Chartered Financial Consultant®, and Chartered Life Underwriter® designations. Rick has a BA in Accounting from Queens College, New York./COMPLIANCE:20•••63/

Experience

1. Financial Advisor, Cfptm, Ricptm

   Park Avenue Wealth Management

   Mar 2007 — Present · Rye Brook, NY, US

   Financial Representative, Strategies For WealthCERTIFIED FINANCIAL PLANNER™.retirement, estate, education planning. Investment and insurance planning.Some of my personal interests are the NY Mets, golf, music, reading, and technology.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. Strategies for Wealth is not an affiliate or subsidiary of PAS or Guardian. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.

Education

• City University of New York-Queens College

  BA

  1971 — 1976

Skills

• Financial Planning
• Insurance (Life, Disability, Long Term Care)
• Estate Planning
• Retirement Income and Planning
• Pensions
• Investments
• Asset and Wealth Management
• Health Insurance