Greg Blum

Managing Partner At Center For Wealth Preservation / Mass Mutual at Center for Wealth Preservation, LLC

Greg Blum is currently the Managing Partner at Center for Wealth Preservation / Mass Mutual. Greg has been with the company since May 2006. Prior to this, Greg worked at Lincoln Financial Group as an Advisor for over 20 years. Greg holds a BS in Business Economics/Accounting from SUNY Oneonta. Greg specializes in providing financial services to the Special Needs community and advising High Net Worth Business Owners with Estate Planning.

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Manager

Robert Capra

Director Of Wealth Management

Peers

Todd Bass

Advanced Case Specialist

Jeffrey R. Silverman

Wealth Management And Estate Planning

Victoria Lamontanaro

Financial Services Professional

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Timeline

Managing Partner At Center For Wealth Preservation / Mass Mutual
May, 2006 - present

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