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Member Bio

Philip Blum (Phil)

Capstone Partners Financial & Insurance Services  Director of Planning and Investment Services
Los Angeles, CA
pblum@financialguide.com
323-823-2479

Contact Information

670
Los Angeles, CA
pblum@financialguide.com
323-823-2479
Capstone Partners Financial & Insurance Services
Director of Planning and Investment Services
1888 Century Park East
Suite 150
Los Angeles, CA 90067
USA
5/15/2014

Personal Information

Additional Information

Referred by Adam Saab
None

Chapters

Tarzana-AM

Biography

As the Director of Planning & Investment Services, my goal is to develop our registered representatives and advisors to offer top-tier financial plans and investment services to our clients and scale our Financial Planning and Investment departments. With our firm’s executive leadership, we continue to build a culture of comprehensive financial planning and wealth advisory.


I oversee:

• Fee-Based Financial Planning

• Investment Operations

• Registered Representative & Advisor Transitions & Onboarding

• Case Design / Product Selection

• Education & Training Initiatives

• Home Office Relations

• Strategic Growth

for our firm’s registered representatives and advisors.


Additionally, I help our financial professionals, registered representatives and advisors utilize business technology tools to create efficiencies and automation of their practices, assisting them in scaling their practice.