Our Qualifications

Sam Blum has served as President of Blum Capital Management since 2014.

In 2001, he received his Bachelor Degree in Political Science and Economics from St. Coud State University.

In 2014, Sam earned the designation of Accredited Investment Fiduciary from fi360 along with being named an ERISA Plan Investment Consultant by Voya Financial Avisors.  Sam has also fulfilled the requirements of Voya's Retirement Readiness program.

He holds both Series 7 and 66 securities licenses which allows him to transact business on a commission and fee for assets basis with a focus on finding the lowest cost solution for each individual investor.

Sam is dedicated to developing lasting relationships with all his clients.  He believes in helping each person become confident in assessing his or her financial goals and participating in the financial management process.  One of the benefits of working with Sam is his ability to provide clear, easily understandable explanations of financial products and services.  The personal program that Sam can provide is a roadmap to working toward a more secure financial future.