Jamie Blum
Your Partner Dedicated In your Financial Journey
Jamie S. Blum
CPA®, CDFA®
Director, Divorce Financial Planning and Litigation Support
Hometown:
Philadelphia, PA
What qualities make you best at your work?
My compassion for the people going through a divorce based on my own experience and understanding what people need during this time to best help them. I am also a good listener and have the financial ability and broad understanding of the process to help people move through their divorce to make informed decisions for their future.
How should people think about their wealth?
Wealth provides safety and freedom. It is important to understand their finances, goals and financial situation and plan for their future.
How do you spend your time outside of work?
With family and friends, hiking, meditating and learning to play golf.
What accomplishments are you most proud of?
Parenting children that are happy and have successful careers, successfully reinventing myself and my career after a divorce.
“Be bold enough to use your voice, brave enough to listen to your heart, and strong enough to live the life you have always imagined.”
Education
- BS in Accounting, University of Delaware, CPA license, CDFA certification
Licenses
- CERTIFIED FINANCIAL PLANNER™
- Certified Divorce Financial Analyst®
- Series 65: “NASAA Investment Advisers Law Exam”
Trained in Collaborative Divorce Practice
Affiliations
- American Institute of Certified Public Accountants (AICPA)
- Institute for Divorce Financial Analysts (IDFA)
- District of Columbia Academy of Collaborative Professionals (DCACP) – President
- Collaborative Professionals of Northern Virginia (CPNV)
- International Association of Collaborative Professionals (IACP)
- Collaborative Dispute Resolution Professionals
- Investment Advisor Representative of Osaic Wealth
Recent Insights From
Jamie Blum
[Empowered Divorce Decisions]: Understanding Defined Contribution Retirement Plans in Divorce Settlements
