I am a Financial Advisor and Vice President with MassMutual Northern California. I provide a broad portfolio of individual protection, asset accumulation, and financial products and services for families, businesses, and institutions.
As a Vice President, my role with the firm is to identify and mentor talented professionals to grow their own successful advisory practice.
We offer a Total Financial Needs Analysis through a network of experienced professionals with expertise in:
• Advisory Services
• Retirement Analysis and Programs
• Estate Strategies
• Employee Benefit and Retention Services
• Business Continuation Strategies
• Trust Services
Our firm can provide comprehensive strategies and/or focus on one specific area of need.
For additional information:
Phone: 916-878-3342 office / 707-815-8837 cell
Daniel Blum is a registered principal of and offers securities and investment advisory services and financial planning through MML Investors Services, LLC., member SIPC. Supervisory address: 3003 Oak Road, Suite 250, Walnut Creek, CA 94597. Phone: 925-979-2300
Daniel Blum is licensed to sell insurance in CA, NV, WA, and GA and securities in CA and NV and cannot communicate with, nor respond to, requests from people who reside in states where he is not licensed to conduct insurance and/or securities business. CA License number: 0G42879
Licenses: Series 6, Series 63, Series 65, Series 7, Series 24 California Life & Health