Gary Blom, CRPC®
LPL Registered Principal
Gary Blom is the founder and owner of Blom & Associates, a financial services company focused on helping individuals and families navigate the myriad of financial issues they face over their lifetimes. Prior to establishing his firm, Gary spent 10 years at Merrill Lynch in Modesto after which, he decided to become an independent financial advisor joining LPL Financial in 2009.
His passion is helping people in four distinct areas of financial planning; 1) Retirement Planning with an emphasis on social security, Medicare, and cash flow management. 2) Investment Management that tailors individual’s portfolios to their specific needs and risk tolerances. 3) Helping clients understand their options concerning independent and/or assisted living arrangements. 4) Life Insurance -protecting families from financial hardship due to pre-mature death and helping grandparents ensure smooth wealth transfers to their children and grandchildren.
Always a numbers guy, early in married life while navigating the pitfalls of a first-time homebuyer, Gary was challenged by a caring lender to actually “understand” what it meant to take on a 30 year mortgage as an early twenty-something. The process left a lasting impression and gave him a passion for helping others remove the proverbial “fog” we experience with so many of our financial decisions.
Born in Escalon and raised in Modesto, Gary and his wife Sharilyn have 4 children and two grandchildren who live here locally and are very much a part of their lives. He is a member of the Modesto Rotary Club, City of Modesto’s Board of Zoning Adjustment and Casa de Modesto Retirement Center Board.
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