Jim Blazer, co founder and a principal of the Wealth Planning Group came into the financial services profession by way of a very unique path. He spent many years as a session and touring keyboardist. A partial list of the entertainers he has performed and/or recorded with include Clarence Clemons, Chuck Berry, Flo & Eddie, Peter Noone, Gordon Waller, Ben E King, Mitch Ryder, Russ Ballard, John “Bowser” Bowman, Chris Montez, Craig Taubman and most notably, the Spencer Davis Group, a relationship that continues today.
Jim’s success in (and fascination with) math, coupled with the birth of his now teenage daughter, brought him to Financial Planning through his pursuit and interest in investing. A life long investor, he found that the field was intimidating to a wide range of people, not the least of which has been entertainment professionals. This led to the establishment of a significant portion of the Wealth Planning Group’s current practice built around serving the complex needs of creative and successful entrepreneurs. Being a creative person and managing the wealth of a creative person are very different pursuits and Jim has found a way to bridge the gap. He has been certified as a CFP since 2005.
Jim, a 20 year resident of Santa Clarita, is active in many business organizations in the community and has served for 6 years on the Board of Directors of the Santa Clarita Symphony. His hobbies include golf, wine, attending his daughter Annie’s club volleyball tournaments and, of course, all things music.