daniel-blum_5180fb0a1b124f468a081f82163ccd2d

Daniel Blum

Vice President

Professional Story

Insurance Strategies, Investment Strategies (Reg. Reps Only), Student Loan Refinancing, Business Owners, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education

English

I offer total financial needs analysis through a network of experienced professionals with expertise in:

  • Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies
  • Trust services*

*Trust services offered through the MassMutual Trust Co., FSB

Setup An Appointment

Commonbond - Get a preferred interest rate for student loan refinancing

CRN202207-267436

Check the background of this investment professional on FINRA's BrokerCheck

Personal Story

Pacific Union College (1994-1998)

Member of Finseca
Member of NAIFA

Roseville Satellite Office

2241 Douglas Blvd., Suite 100 Roseville, CA 95661
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Roseville Satellite Office Office