Srdjan Blum, CERTIFIED FINANCIAL PLANNER™

CERTIFIED FINANCIAL PLANNER™ at Blum and White Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Location
Houston, Texas, United States, US

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Credentials

  • CERTIFIED FINANCIAL PLANNER™ Professional
    CFP Board
    Apr, 2009
    - Nov, 2024

Experience

  • Blum and White Wealth Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • CERTIFIED FINANCIAL PLANNER™
      • Mar 2017 - Present

      Blum and White Wealth Management is an independent firm specializing in financial planning and asset management. Our focus at Blum and White is to provide personalized financial advice by taking the time to understand each of our client's unique financial priorities and objectives. We utilize a comprehensive financial planning process which allows us to provide customized recommendations that educate and empower our clients so they can feel confident about their financial situation today and in the future. Show less

  • Investment Professionals, Inc.
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • Sep 2009 - Jul 2017

  • Ameriprise Financial Services, LLC
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Oct 2003 - Sep 2009

  • Aeriform Corporation, Houston TX
    • Financial Analyst
      • Aug 2001 - Oct 2003

Education

  • The University of Texas at Austin
    Bachelor of Science, Electrical/Computer Engineering
    1996 - 2001

Community

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