Benjamin Bloom is a Financial Services Professional, specializing in Life, Disability, and Long-Term Care Insurance products. He has been in Financial Services since 2008, working with MassMutual Financial Group for 3 years before moving to Waldron Wealth Advisors in 2011. His practice is based out of the San Ramon office of Lincoln Financial Advisors. Benjamin is focused on helping consumers build financial security at key stages in their lives. He provides a high-level client care, immediate responses to your inquiries and detailed attention to your unique planning needs.
Benjamin’s combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life insurance protection, He will provide you with a new level of attention, insight and capability. He is passionately focused on providing the utmost professionalism, care and responsiveness for all his clients’ concerns.
He followed in the footsteps of his Father and Grandfather, Gregory and Harry Bloom, by entering the insurance and financial services industry. The Bloom Insurance Agency was independently owned and operated for more than 50 years in the Oakland area. Being the third generation in this business has given him a deep respect and connection to his professional and ethical responsibilities. The tag-line “Honestly, It’s The Best Policy” was coined by Harry in the early 1950’s. A play on a famous quote by Benjamin Franklin (“Honesty is the best policy.”), it’s meaning is clear. He will strive to only make recommendations that are best for his clients, always putting their needs first.
Benjamin earned a Bachelor of the Arts Degree in Economics from the University of California at Davis. For more than seven years in High School and College, prior to becoming a Financial Advisor, Benjamin worked in the retail industry. As an Associate with Marshalls Luggage in Oakland and Gottschalks in Davis he developed skills in meeting client’s needs. His excellent interpersonal and business skills have earned him respect among his peers, and especially with his clients.
He received his California Life & Health insurance license (#OG34379) in 2008 and completed the examinations for his FINRA Series 6 and Series 63 registrations in early 2009. He is currently a registered representative of MML Investors Services, Inc. His recent specialized training includes the areas of Disability Income and Long-Term Care planning, working with individuals, families, and businesses to help meet their complex needs. Benjamin’s goals include improving his financial knowledge and professional skills. In an effort to meet those goals, he completed classes to receive the LUTCF (Life Underwriter Training Council Fellow) and CLTC (Certified in Long-Term Care) designations. His ongoing interest in professional development drives him to attend seminars, industry events, and continuing education classes.
Benjamin currently lives in downtown Lafayette. He grew up in Piedmont, California and has been a resident of the Bay Area his whole life. He also enjoys bowling, cycling, jet-skiing, working out, and practicing yoga.
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