Jeff Blum, a Financial Advisor with Raymond James and Associates, specializes in retirement planning, asset and cash flow strategies. Jeff’s mission for his business is to use a creative process combining experience and resources to assist his clients to achieve their financial goals. Jeff works to educate his clients on all aspects of investing; Jeff believes that understanding your investments is key to a successful investment plan.
Jeff is an active member of the community. Current Trustee and Past Chair of the Conejo Las Virgenes Future Foundation serving since 1996, past chair of the Calabasas Chamber of Commerce and in his 8th term on the board, and past president of the Rotary Club of Agoura/Oak Park and current member of the Conejo Valley Rotary Club. Jeff is credited with the re-birth of the Pumpkin Festival, founding the CLvFFie Awards, establishing the Calabasas Economic Affairs Council, and creating the “Hands Across the Parklands” event. In addition, Jeff has served on numerous committees benefiting organizations throughout the region. Recently Jeff was presented the “Spirit of Calabasas” award for exceptional initiative and outstanding contributions to the community.
Jeff lives with his family in Thousand Oaks. Jeff attended the University of Maryland; Cal-State Northridge in business related studies and served in the United States Air Force.