Let me show you how you can minimize chance in your life and finances. 

Blom Levy & Co. is based in Santa Barbara, California, where Kristian lives with his wife Aimee and three children. Blom Levy & Co. and has been in business since 2011. Mr. Kristian L. T. Blom is the principal owner and manager. Aimee D. Proffitt, Kristian's wife, a Registered Nurse with a Master's degree in Psychology, serves as relationship manager and consultant to Blom Levy & Co. We have no material conflicts of interest; our only revenue is client fees, we only work for you and your family, and we build and maintain portfolios utilizing only individual stocks, bonds, and ETFs.

Mr. Blom's journey to wealth management began with ten years of formal schooling in Sweden. He attended Hvitfeldtska College in Sweden before emigrating to the United States and is otherwise self-educated. His early experience in managing an international export/import and retail company in his native Sweden from age fifteen to seventeen laid the foundation for his expertise in the field.

While working first for a small hedge fund and then for Morgan Stanley, Kristian came to understand, not just the technical and mathematical obstacles to effective wealth management, but the greater behavioral obstacles to financial independence.

Kristian created a risk management and educational structure at Blom Levy & Co. with one objective: establishing and maintaining financial independence for its clients.

He designed the structure to monitor material changes in the major socioeconomic systems that the modern world depends on and to plan, prepare, and adapt to those changes by managing the household balance sheet like a business. The key to all this is you; I am here to guide, educate and answer questions so that you can become truly independent.