Visual Resume for Ben Bloom

1. Who is Ben Bloom?
A few fun facts about me...
A presentation for those who
want to know more about
Benjamin Martin Bloom.
(Updated periodically)

2. I am very Independent
My entrepreneurial path is a great fit for me because I have
the freedom to buld my own business and be my own boss
I take initiative in situations
where others choose to wait,
act without being asked, and
I work until the job is done

3. Visual Resume
(Meant for Informational Purposes only,
not intended to be advertising
or represent professional expertise)

4. I attended Piedmont High School

5. I Was a Birdcaller in the
Leonard J. Waxdeck
Memorial Birdcalling
Contest for 3 years

6. I am an Eagle Scout
My experiences in Boy
Scouts helped shape me into
the man I am today. I credit
many of my own values to the
years I spent achieving the
rank of
Eagle.

7. I attended UC Davis

8. I am a
Knight of Classic Lore
in Tau Kappa Epsilon fraternity
As a member of Sigma Chi
Chapter of TKE, I was awarded
the highest
honor given
by a local
chapter

9. I joined MassMutual Financial Group
in October of 2008, in the midst of the
worst financial crisis in history
I believe that this has given me
a unique perspective on the
industry and my chosen career

10. I have a CA Insurance License and
the Series 6, 7, 63, and 66 Licenses

11. I believe in constant
self-improvement through
continuing education I plan to get
the CFP/CLU
designations
and later
the ChFC
I have
already earned the
LUTCF and CLTC
designations.

12. I went on to become a Financial Planner
at Sagemark Consulting,
part of Lincoln Financial Group
I worked as a
Junior Associate
in an elite planning group,
Waldron Wealth Advisors

13. National Association
of Insurance and
Financial Advisors
I am a member of
the Mt. Diablo Chapter
of NAIFA and have been
since December 22, 2008

14. NAIFA Young Advisors Team
I am proud to support other
young advisors survive and
I am a member of the thrive in a challenging business
leadership committee of
the local YAT chapter

15. I’m working toward an MBA
I am in the Bay Area
Working Professional
program at UC Davis

16. H.D. Vest Financial
Services provides the
backing for my
independent financial
planning practice
I have committed to learning
the intricacies of the U.S. tax
code by preparing tax returns

17. I am a Notary
In the summer of
2012 I became a
Notary Public

18. MORE TO COME...