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Blossom Wealth Management Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Blossom Wealth Management operates in the financial services sector, delivering a comprehensive suite of wealth-related planning and advisory services. Based in Alamo, California, it serves individuals and families seeking structured financial guidance and governance. The firm's offerings span investment management, personal and business risk management, philanthropic advisory, and trust services, with additional lending support. It also provides investment approaches focused on socially responsible and environmental considerations, and handles special projects that require specialized expertise.

As a small team, the firm positions itself as a boutique provider within the broader wealth management landscape. Its work integrates planning, governance, and advisory services to address complex financial needs of private clients.

Find Blossom Wealth Management employees' phone numbers or email addresses

Blossom Wealth Management Global Highlights

Location
Employees

North America
7

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  • United States Of America
    7

Asia
1

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  • India
    1

Blossom Wealth Management's Leadership

  • Stylized image of a person
    C. B.
    Portfolio Manager
    Mobile Phone
  • Stylized image of a person
    D. P.
    Financial Advisor
    Mobile Phone

Blossom Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Blossom Wealth Management

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    C. B.
    Portfolio Manager
    Mobile Phone
    Jan 02, 2025
  • Stylized image of a person
    D. P.
    Financial Advisor
    Mobile Phone
    IndiaGujarat
    Aug 04, 2026

Frequently Asked Questions

What is Blossom Wealth Management known for?

Minus sign iconPlus sign iconBlossom Wealth Management was founded in 2009 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-925-946-****
. Explore Blossom Wealth Management's company overview page for more information.

What is Blossom Wealth Management's most common email format?

Minus sign iconPlus sign iconBlossom Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Blossom Wealth Management email formats with LeadIQ.

How many employees does Blossom Wealth Management have currently?

Minus sign iconPlus sign iconBlossom Wealth Management has approximately 5 employees as of July 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Blossom Wealth Management's key employees and leadership?

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As of July 2026, Blossom Wealth Management's key employees include:

  • Portfolio Manager: C. B.
  • Financial Advisor: D. P.

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