Contact Us

Jeremy A. Blum, CFP®
Managing Director – Investments
PIM Portfolio Manager

Office: (562) 594-1403
Cell: (714) 322-5047
Email Jeremy 

CA Insurance License Number: 0D12689. Resident State CA.




Annie Johnson
Senior Registered Client Associate

Office: 562.594.1416
Email Annie 
William Blum
Financial Advisor

Office: 562-594-1407
Email William 

CA Insurance License Number: 4065319. Resident State CA.


Joe Salazar

Registered Client Associate

Office: 562.594.1406
Email Joe