Steve founded Strategic Wealth Planning in 2003 and built the firm around client input. Before founding Strategic Wealth Planning, Blum served as an accountant, financial analyst and business planning specialist.
Steve is an Overland Park, KS native who graduated from the Cox School of Business at Southern Methodist University with a double major in accounting and finance. Texas Monthly has honored Steve multiple times as a Five Star Wealth Manager.
Blum holds the designations CERTIFIED FINANCIAL PLANNERTM (CFP), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and an Accredited Estate Planner (AEP). Check the background of this associate on FINRA’s BrokerCheck.