New blood on the FPA of Miami Board!
Updated: Apr 15
Home Equity Retirement Specialist
Mutual of Omaha Mortgage
Joshua Blum has always been fascinated with math, so much that he once planned to pursue a career in astrophysics.
But when his college savings were wiped out by the tech bust of the early 2000s, Blum decided on a career in finance instead. “I’ve loved the way money works since I was a kid,” he says.
Today, as a home equity retirement specialist with Mutual of Omaha Mortgage, Blum helps financial advisers offer reverse mortgages to their clients. He joined the Financial Planning Association of Miami’s board of directors to assist the organization reach advisers who may not be familiar with the planning group.
Blum says he is eager to help the FPA broaden its reach beyond its traditional constituency of Certified Financial Planners. “If the FPA is going to add value to advisers, they need more than just financial planners,” he says.
Blum moved from San Francisco to South Florida two years ago with his wife and young child to be closer to family. He previously was regional vice president with Prudential Financial, providing support on variable annuities to financial advisers in banks, financial institutions and wirehouses.
In his spare time, Blum is a fitness enthusiast who enjoys scuba diving, competing in triathlons and obstacle courses. You can connect with him at firstname.lastname@example.org or 203-648-6060.