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Jeffrey Blum, Financial Advisor serving the Miami, FL area - Ameriprise Advisors

Jeffrey Blum

CDFA®

Financial Advisor

The Starr Blum Group
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Divorce Financial Planning
  • Retirement Planning Strategies
  • Investments

Qualifications

  • CDFA® Certified Divorce Financial Analyst

Education

  • University of Miami, Bachelor of Business Administration

Awards & recognition

  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • The Starr Blum Group, Ameriprise Client Experience Award, 2020-2023
  • Ameriprise Circle of Success, 2022-2023

Previous experience

  • Morgan Stanley, Vice President, Financial Advisor, 2004-2016

Community participation

Interests

*Travel

*Golf

*Tennis

*Classic Cars

*Spending time with Family

Certified Divorce Financial Analyst (CDFA®)

I have received the Certified Divorce FinancialAnalyst (CDFA®) designation from the Institute for Divorce Financial Analysts (IDFA).As a financial advisor and CDFA® professional, I am uniquely qualified to helpdivorcing clients gain a solid grasp of their current and future financialneeds as the first step in helping them navigate the financial complexities ofproposed divorce settlements. I take great pride in empowering my clients tomake better-informed financial decisions to build the foundation of theirpost-divorce financial future. I also work with attorneys to provide robustanalysis of client financials and can serve as expert witness.