Mark Blom
Managing Director / Sr Wealth Manager at Benefit Financial Services Group (BFSG) | Phoenix, Arizona, United States
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Mark L. Blom serves as the Managing Director and Senior Wealth Manager at Benefit Financial Services Group (BFSG), where he leverages his extensive experience in wealth management to guide clients through the complexities of today’s financial landscape. With a keen understanding of the behavioral finance aspects that influence individual investors, Mark excels in creating tailored financial strategies that resonate with his clients' unique emotional and financial needs. His commitment to providing unbiased advice—free from the constraints of compensation-related conflicts—sets him apart in the industry, fostering trust and long-term relationships.
At BFSG, Mark is responsible for comprehensive financial planning, portfolio management, and nurturing client relationships. He leads a dedicated team that shares his passion for delivering exceptional service and results. His expertise spans a wide array of financial disciplines, including investment advisory, strategic financial planning, and asset allocation, ensuring that clients receive holistic and informed guidance. Mark is well-versed in securities and fixed income investments, and he holds Series 7 and Series 63 licenses, which further enhance his ability to navigate complex regulatory environments.
Currently, Mark is spearheading several key projects aimed at enhancing client engagement and optimizing investment strategies in response to market fluctuations. By employing a disciplined approach to portfolio management, he focuses on aligning clients' financial goals with appropriate risk management strategies, particularly in retirement planning. Mark's dedication to continuous education and adaptation to market trends ensures that his clients are well-prepared to achieve their financial aspirations, regardless of the economic climate.
Managing Director / Sr Wealth Manager at Benefit Financial Services Group (BFSG) in January 2017 to Present
Managing Director / Sr Wealth Manager at Benefit Financial Services Group (BFSG) in January 2017 to Present
Director of Trading & Portfolio Execution at Clarity Financial, LLC in January 2012 to January 2016
Portfolio Consultant at Charles Schwab in January 2000 to January 2012
Managing Director at AMC Theatres in January 1988 to January 2000
Account Executive at Sagert Investment Service in January 1988 to January 1990
Registered Representative at First Investors Corporation in January 1987 to January 1988
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Central College, BA, July 1985 to July 1987
College for Financial Planning, July 2026
Mississippi State University, July 1983 to July 1984
University of Iowa, July 1985
Oskaloosa
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Investment Advisory
Mutual Funds
Investments
Investment Strategies
Asset Management
Strategic Financial Planning
Securities
Fixed Income
Retirement
ETFs
Financial Advisory
Valuation
Estate Planning
Finance
Asset Allocation
Series 7
Wealth Management
Alternative Investments
Series 63
Retirement Planning
Equities
Portfolio Management
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Discover more about Benefit Financial Services Group (BFSG)What is Mark L Blom email address?
Email Mark L Blom at [email protected] and [email protected]. This email is the most updated Mark L Blom's email found in 2026.
What is Mark L Blom phone number?
Mark L Blom phone number is 602-329-4965.
How to contact Mark L Blom?
To contact Mark L Blom send an email to [email protected] or [email protected]. If you want to call Mark L Blom try calling on 602-329-4965. (updated on September 03, 2024)
What company does Mark Blom work for?
Mark Blom works for Benefit Financial Services Group (BFSG)
What is Mark Blom's role at Benefit Financial Services Group (BFSG)?
Mark Blom is Managing Director / Sr Wealth Manager
What industry does Mark Blom work in?
Mark Blom works in the Financial Services industry.
Mark Blom Email Addresses
Mark Blom Phone Numbers
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