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Kristian B
Series 66
Santa Barbara, CA
Blom Levy & Co., LLC
Kristian Blom is a financial advisor at Blom Levy & Co., LLC with 16 years of industry experience. He has been with the firm since its founding in 2011. Outside of advisory work, he assists with CFO duties on an uncompensated basis for a local construction company. Blom Levy & Co. serves individual clients and families, focusing on helping women build and maintain financial independence. The firm offers integrated wealth management and financial planning, constructing personalized portfolios based on household balance sheets and cash flow analysis, with a non-discretionary management approach.
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