Rick Bloom, CLU®, ChFC®, RICP®, CFP®

Rick Bloom Financial

Education and Training:

BA Accounting, Queens College (CUNY)

CLU® - Chartered Life Underwriter

ChFC® - Chartered Financial Consultant

RICP® - Retirement Income Certified Professional

CFP® - Certified Financial Planner

Specialized Services Offered:

Personal Financial Planning
Business Continuation Planning
Estate and Retirement Planning
Distribution Planning

Community, Charitable or Professional Organizations/Associations:

Member, Financial Planning Association
Volunteer, Multiple Sclerosis Society


Check the background of this investment professional on FINRA’s BrokerCheck.


Rick Bloom is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), supervised from 800 Westchester Avenue, Suite 409, Rye Brook, NY 10573, 914.288.8800. Securities products/services and advisory services are offered through PAS a registered broker/dealer and investment advisor. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect wholly owned subsidiary of Guardian. Strategies for Wealth is an agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Strategies for Wealth is not an affiliate or subsidiary of PAS or Guardian.
PAS is a member of FINRA/SIPC. www.finra.org