Services

With over 20 years of experience our multigenerational team works with you to create customized planning and investment strategies to help you and your family maintain the type of lifestyle to which you have become accustomed and to help you reach the goals you have for your future. Learn More 

We employ our custom core/satellite and bond laddering portfolio construction strategies to help create personalized risk managed, tax-efficient portfolios to help build, grow, manage and protect your wealth, so you can enjoy your retirement. Learn More 

You have direct access to our team as we work together to build your plan, answer any questions and review your progress towards reaching your goals. Learn More 

Successful planning is a lifetime process and we are with you every step of the way to review your plan and keep up to date on your changing life goals, milestones and financial priorities. This personalized approach provides you with specific insights and strategies to address your unique financial issues and opportunities. Learn More 

The CFP^® certification process, administered by CFP^® Board, identifies to the public that those individuals who have been authorized to use the CFP^® certification marks have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.

CERTIFIED FINANCIAL PLANNER^TM professionals must pass the comprehensive CFP^® Certification Examination, agree to abide by CFP^® Board's Code of Ethics and Professional Responsibility which puts clients' interests first and abide by the Financial Planning Practice Standards which spell out what clients should be able to reasonably expect from the planning engagement. These are just some of the reasons why the CFP^® certification is becoming increasingly recognized.

Jeremy is a PIM Portfolio Manager. The Wells Fargo Advisors' Financial Advisor Directed PIM Program is designed for those Financial Advisors who are dedicated to the business of portfolio management while providing a personal and professional approach. To help ensure the applicant is properly qualified to be a portfolio manager within a discretionary, open-architecture platform, the criteria for entry into the PIM program are more stringent than most other programs.

Jeremy has been named a Wells Fargo Advisors Platinum Council from 2011-2024. The Platinum Council (previously known as Premier Advisor) distinction is held be a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

For 2 years in a row, 2023 - 2024, The Blum Wealth Management Group of Wells Fargo Advisors was recognized as a Forbes Best-In-State Wealth Management Teams. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23. 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

* The Five Star Wealth Manager award was issued on 5/1/2024 by Five Star Professional (FSP) for the time period 7/25/2023 through 1/31/24. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 2682 Orange County-area wealth managers were considered for the award; 140 (5% of candidates) were named 2024 Five Star Wealth Managers. Visit www.fivestarprofessional.com.

Award was issued on 05/01/2023 by Five Star Professional (FSP) for the time period 07/25/2022 through 02/10/2023. 2376 Orange County-area wealth managers were considered for the award; 146 (6% of candidates) were named 2023 Five Star Wealth Managers.

Award was issued on 5/1/22 by Five Star Professional (FSP) for the time period 08/30/2021 through 03/4/2022. 2482 Orange County-area wealth managers were considered for the award; 143 (6% of candidates) were named 2022 Five Star Wealth Managers.

Award was issued on 5/1/21 by Five Star Professional (FSP) for the time period 08/17/2020 through 03/12/2021. 2398 Orange County-area wealth managers were considered for the award; 144 (6% of candidates) were named 2021 Five Star Wealth Managers.

Award was issued on 5/1/20 by Five Star Professional (FSP) for the time period 08/1/2019 through 03/13/2020. 2320 Orange County-area wealth managers were considered for the award; 152 (7% of candidates) were named 2020 Five Star Wealth Managers.

Award was issued on 5/1/19 by Five Star Professional (FSP) for the time period 08/13/2018 through 03/11/2019. 2469 Orange County-area wealth managers were considered for the award; 187 (8% of candidates) were named 2019 Five Star Wealth Managers.

Award was issued on 5/1/18 by Five Star Professional (FSP) for the time period 06/21/2017 through 03/16/2018. 2423 Orange County-area wealth managers were considered for the award; 144 (6% of candidates) were named 2018 Five Star Wealth Managers.

Award was issued on 5/1/17 by Five Star Professional (FSP) for the time period 08/24/2016 through 02/24/2017. 1790 Orange County-area wealth managers were considered for the award; 280 (16% of candidates) were named 2017 Five Star Wealth Managers.

Award was issued on 2/1/16 by Five Star Professional (FSP) for the time period 08/19/2015 through 01/15/2016. 1383 Orange County-area wealth managers were considered for the award; 312 (23% of candidates) were named 2016 Five Star Wealth Managers.