Strategies for Wealth
Gary Blum is an experienced financial professional currently serving as a Financial Representative at Strategies for Wealth since March 2015, where responsibilities include providing securities products and advisory services as a Registered Representative of Park Avenue Securities LLC. Prior experience includes leadership roles such as Director and Americas Head of Prime Finance Client Solutions at Citi from May 2010 to July 2014, and Chief Financial Officer at S2 Capital Management LP from May 2008 to June 2009. Additional experience encompasses positions at Goldman Sachs, where responsibilities spanned Sales for Goldman Sachs Administration Services and leading the Prime Brokerage Client Services Team from November 1999 to April 2008, as well as a consultancy role at Watermill Institutional Trading and a Senior Associate position at PwC. Gary Blum holds a Bachelor of Science in Economics with a focus on Accounting from the University of Pennsylvania - The Wharton School, completed in 1997.
Strategies for Wealth
Strategies for Wealth is a full service financial planning firm that has offices in Manhattan, Rye Brook, and Jericho, New York as well as throughout the New England area. The firm was established 85 years ago and has been a perennial leader for The Guardian Life Insurance Company ever since. Our accomplished and credentialed advisors help our clients achieve true financial security by creating strategies that aim to maximize wealth while protecting against wealth eroding factors such as taxes, inflation, and other financial costs. Through our unique planning process, we offer a conversation to individuals and businesses that very few firms can initiate- a conversation encompassing a 360-degree perspective on our clients’ financial picture. Strategies for Wealth is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 800 Westchester Avenue Suite N409 Rye Brook, NY 10573,914.288.8800. PAS is a wholly-owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. 2020-102005 Exp. 5/22