George helps families grow, utilize, protect and transfer their assets through comprehensive
Whether their assets are inherited, steadily accrued or the result of a business windfall, George and his team at Blossom empower their clients to make informed decisions during the ensuing growth phase.
Later when it is time to deploy their capital during retirement or philanthropy, accessible and thorough team is there to align the family's financial outlaws with their goals. By taking the time to examine all of the available options, clients are confident that they being effective stewards and maximizing the utility of the family's wealth.
At the end stage when it is time to prepare for passing on the financial stewardship, the Blossom team takes the time to meld the family's financial priorities with their ethics; thereby ensuring that the wisdom of the patriarch and matriarch will live on for future generations. The most successful families understand that their portfolio decisions have a time scale far beyond the first generation.
The team at Blossom Wealth Management has over 70 years of experience guiding successful families through the wealth aggregation, use and transfer process. Our approachable team incorporates state of the art techniques to empower our clients to be fantastic stewards of capital for their families.
|Firm Start Year:||2009|
|Insurance License#:||CA OD64714 (George) & CA OF75024 (James)|
|Name of Broker/Dealer:||KW Securities Inc.|
|Name of Custodial Firm:||Charles Schwab & Co Inc.|
|States Licensed in:||CA|
|Number of Years with Current Firm:||10|
|Work Experience:||Founder, CEO at Blossom Wealth Management Director, Clean Tech and West Coast Operations at Capistrano Global Advisory Services Adjunct Instructor, Business Department at Dominican University of California Assistant Coach at Mustang Soccer Council Member at International Business Advisory Council Private Wealth Management at Smith Barney Financial Advisor at Merrill Lynch Financial Advisor/Advisor Coach at Ameriprise Financial Advisors|
|I work with the following types of clients:||Businesses, Non-Profit Organizations, Individual Investors|
|Investment Types:||Alternative Investments, Stocks, Mutual Funds, Bonds, Options & Futures, Commodities, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Insurance, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||Via phone, At your office, At your home, At my office, Via email|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Variable Life, Variable Annuity, Long Term Care, Life, Health, Annuity, Disability, Casualty|
|Financial Organization Memberships:||Financial Planning Association (FPA)|
|Non-Financial Organization Memberships:||George's hobbies include running, mountain biking, and, especially, playing soccer. He and his wife, Nicole Davidson, recently celebrated their 5th wedding anniversary in Belize. They enjoy traveling, international cuisine, and hiking. George is also an Eagle Scout.|
|Firm's Number of Clients:||100+|
|Firm's Number of Planning Clients:||100+|
|Firm's Number of Managed Clients:||100+|
|Assets Managed by Firm:||$100000000|
|Advisor's Number of Clients:||100+|
|Advisor's Number of Managed Clients:||100+|
|Advisor's Number of Planning Clients:||100+|
|Assets Managed by Advisor:||100 MM +|
|Registered Investment Advisor:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||Fee-Based (Fee and Commissions)|
|Minimum Portfolio Size for New Managed Accounts:||250000|
|Compensation Methods:||Hourly, Flat Fee, Based on Assets|
|Fee % Based on Assets:||.25% to 1%|
|Additional Details on Charges:||Based on Assets|
|Organization:||Dominican University of California San Rafael, CA|
|Position :||Dominican University of California Business School|
|Duration :||June 2013-June 2014|
|Juris Doctor, LAW - LAW||
University of San Diego - San Diego, CA
May 2014-May 2002
|MBA, Pacific Basin Studies - International Business||
Dominican University of California - San Rafael, CA
June 1997-June 1999
|CFP, CERTIFIED FINANCIAL PLANNER - Finance||
American College for Financial Planning - San Francisco, CA
January 2005- March 2005
Do not email orders to buy or sell securities, transfer funds or send time sensitive information. We will not accept such orders or instructions. This email is not an official trade confirmation for transactions executed for your account. You email message is not private in the is is subject to review by the Firm, its office, agents and employees.Check the background of this investment professional on FINRA's Brokercheck.
George's education began when he earned a soccer scholarship to Dominican University of California in San Rafael. First, George pursued his Bachelor of Arts in Political Science. He then stayed at Dominican to study business, graduating at the top of his class with an MBA in International Finance/Sustainable Development. Realizing how often legal issues arise in the business world, George completed his education at the University of San Diego, School of Law. He earned his J.D. in December 2001.
George has been a financial advisor since February 2002. Over the years, he has assisted his clients and his colleagues clients in creating and implementing complex estate and business succession plans. He is a CERTIFIED FINANCIAL PLANNER, CFP®.
Today, George and his team help business owners, corporate executives, and other successful individuals grow, protect and transfer their assets. Consistent with his sustainable background, George is an advisor who incorporates triple bottom line investment principles during portfolio creation. He believes that the companies best able to compete in the 21st century will be conscious about how they impact society and the environment in addition to being profitable financially.
Financial Advice & Consulting
Analyze your present retirement plans, including company sponsored profit sharing, 401(k) and pension plans or self- employed arrangements and how they meet your projected retirement needs.
Financial Planning for Individuals
To make this process work the planner must be an excellent listener and be able to help you articulate your financial and personal goals. Then all the relevant data must be collected and analyzed. The planner then develops a plan for achieving your goals. Where I further differentiate my approach is that, I let you decide what involvement I will have in implementing your plan. It can vary from being available to answer questions, to showing you how to manage your own investments, or to implementing part or the entire plan for you. For more complex plans, I will make use of other professionals or work with your CPA, attorney or other financial professional.
Financial Planning for Businesses
If you're a business owner, a retirement plan can be one of the most valuable employee benefits you offer. A retirement plan is not only a tax-efficient way to save for the future but also a powerful tool to attract and retain quality employees. Whatever the size of your company, a Blossom financial advisor can put you in touch with retirement plan specialists who can help you meet your needs.
|Mon.||8:00 AM - 5:00 PM|
|Tue.||8:00 AM - 5:00 PM|
|Wed.||8:00 AM - 5:00 PM|
|Thu.||8:00 AM - 5:00 PM|
|Fri.||8:00 AM - 5:00 PM|
|San Francisco||San Mateo|
|Walnut Creek||All States & Internationally|
Company Overview of Blossom Wealth Management, LLC
Details:Blossom Wealth Management, LLC provides investment management solutions. The company offers family office services, such as financial planning; investment planning, oversight, and reporting; income tax planning; estate preservation and legacy planning; and cash management, financial reporting, and other recordkeeping. It provides advisory services for family offices in the areas of income, investment portfolio, business ownership, asset protection, wealth transfer, and special projects; advice on retirement planning, cash flow management, budgeting, traditional asset management, business ventures, career counseling and post career adjusting, insurance protection, and other topics to athletes and entertainers; and investment banking advice in the areas of capital raise, strategic advisory, buy- side, and sell-side. The company was founded in 2002 and is based in San Ramon, California. ...more
Blossom Wealth Management Announces New Website
Details:The firm offers a wide range of services that are customized according to individual requirements. Blossom Wealth Management works on a team-based approach with the diverse needs of clients ranging from high net worth individuals, agencies and entrepreneurs, brands and businesses to philanthropic organizations. Staying true to the firm's values, the site includes honest and informative content presented in an easy- to- read format, which is enriched further with the use of clean visuals and educative videos. ...more
Portfolio Manager Craig Braemer, CFA, CFP®
Details:Craig's education began at California Polytechnic State University, San Luis Obispo. During his five years of college, he received two degrees, one in Financial Management as a B.S. and the other in Accounting from the Business School. He did this while playing soccer for three years for the Schools Division Two soccer team. After graduating, he worked a couple of years in the investment world at Merrill Lynch, but upon leaving Craig decided to improve his educational background further and build a solid financial and investment foundation for his future. While working at Franklin Templeton Investments, RWB Advisory Services and Fisher Investments over the coming 8 years; Craig improved his educational foundation during these eight years by starting and then completing his Masters in Financial Services from Golden Gate University, acquiring the CERTIFIED FINANCIAL PLANNER" or CFP® designation and completing the Chartered Financial Analyst designation or CFA. During a number of these years he was working on all three programs simultaneously. In addition to the additional education background, these original four firms helped Craig build a significant investment and financial planning base which has been very useful in his career and in working with clients. ...more