Broker Check
Gary K. Blum, CPA

Education and Training:

  • University of Pennsylvania, Wharton School of Business- 1997
  • B.S. in Economics with a concentration in Accounting
  • Certified Public Accountant
  • NYS Life, Accident and Health
  • Series 7, 24, 63, 65


Gary is a seasoned financial professional with over 15 years of experience in the hedge fund industry serving as the CFO of a long/short equity fund as well overseeing client relationship teams within Prime Finance organizations for two large broker/dealers. After working with hedge fund clients at Citibank and Goldman Sachs for the majority of his career Gary decided to join Strategies for Wealth; where he was previously a very happy client, to help individuals best plan for and protect their financial future. By working one-on-one with clients Gary has been able to help boost his clients’ economic confidence and make smart, strategic decisions about their financial health.

Originally from New Jersey, Gary now lives with his wife and two daughters in Chappaqua, NY. Gary enjoys spending time with his family, watching the Seattle Seahawks, playing softball and reading.

 
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.
*Not practicing for Guardian or any subsidiaries or affiliates thereof.