Gregory Blum

Senior Leader, Pro Policy Advocates |

Co-Founder, Center for Wealth Preservation

Greg Blum is a distinguished leader in the financial services sector with over four decades of experience in fiduciary guidance, estate planning, and client advocacy. His career reflects a rare combination of technical depth, heartfelt service, and visionary leadership.

Greg began his professional journey in 1984 as a tax accountant specializing in estate taxation for high-net-worth individuals and business owners. This early experience— requiring precision, discretion, and a deep understanding of complex regulatory environments—laid the foundation for his career-long commitment to placing client interests first. His fluency in tax code, business succession, and insurance strategy uniquely positioned him to bridge the gap between institutional services and everyday financial resilience.

In 2005, Greg co-founded the Center for Wealth Preservation (CWP), a top-ranked MassMutual agency. Under his guidance, CWP expanded rapidly, earning multiple industry honors, including the Lincoln Financial Chairman’s Council Award (six consecutive years) and MassMutual’s Crystal Achievement Award. Greg’s pioneering creation of CWP’s Special Care Planning Division—supporting families with disabilities and complex financial needs— demonstrates his dedication to equity and community-centered planning.

Greg’s work has always reflected a dual mission: to elevate the professional standards of financial advising and to make those standards more accessible to the public. He has mentored dozens of advisors throughout his career, helping them navigate complex cases with confidence and empathy. His ability to distill complicated financial concepts into actionable steps has made him a trusted advisor not only to clients but also to nonprofit leaders and policy influencers.

In 2025, Greg brought this legacy of impact to Pro Policy Advocates, where he now serves as a senior leader shaping the platform’s educational framework and outreach strategy.

Greg Blum is licensed to offer securities in FL, NJ, and NY, and insurance in CT, FL, KS, KY, MA, ME, MN, ME, MN, MO, MT, NC, NY, NJ, PA, and VA.

CRN202807-9076312