Writer and speaker Steve Blum founded Strategic Wealth Planning in 2003. Entertaining, concise, knowledgable and impactful are just a few adjectives which describe Steve's presentations. Driven by a passion to help his clients disinherit the IRS, Steve inspires and empowers his audiences to reach their ultimate financial and personal goals. Honored multiple times by Texas Monthly as one of their Five Star Wealth Managers, Steve holds the designation CFP, AEP, ChFC and CLU. Steve graduated from SMU with degrees in accounting and finance, is an avid hat connoisseur, an Eagle Scout and a graduate of the Jim Evans Academy of Professional Baseball Umpiring in Orlando, FL. Steve's presentations are sure to contain annecdotes from his umpiring experiences!
- Steve is a multi-year Five Star Wealth Manager honoree.