Blossom Wealth Management, LLC

James Salter is a financial advisor at Blossom Wealth Management, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at Blossom Wealth Management since 2009, following nine years at KW Securities Corporation. In addition to his advisory role, Salter is an independent insurance agent specializing in term and life insurance products. Blossom Wealth Management provides discretionary portfolio management, financial planning, retirement plan consulting, and multi-generation family office services to individuals, families, corporations, retirement plans, and charitable institutions. The firm manages a substantial asset base with a small team, employing a range of investment strategies including ETFs, mutual funds, and options, while also offering tailored financial planning and family office services.

George Salter II is a CFP® with 23 years of industry experience and currently serves at Blossom Wealth Management, LLC, where he has worked since 2009. He previously worked at KW Securities Corporation from 2013 to 2022. In addition to his advisory role, he is an independent insurance agent specializing in term and life insurance products. Blossom Wealth Management offers discretionary portfolio management, financial planning, retirement plan consulting, and multi-generation family office services to individuals, families, corporations, retirement plans, and charitable institutions. The firm manages a substantial asset base with a small team and employs a range of strategies including ETFs, mutual funds, and options, providing tailored financial planning and investment management.

Craig Braemer is a CFP® and CFA® with 24 years of industry experience. He has worked at Blossom Wealth Management, LLC since 2018 and previously spent two decades at Highmark Capital Management, Inc. and Union Bank of California, N.A. He serves as a director in the local San Francisco chapter of the National Association of Investors Corporation and teaches financial literacy classes focused on investing and company valuation. Blossom Wealth Management provides discretionary portfolio management, financial planning, retirement plan consulting, and multi-generation family office services primarily to individuals, families, corporations, retirement plans, and charitable institutions. The firm manages over $335 million in assets and implements portfolios using ETFs, selected mutual funds, options strategies, and tailored allocations, supported by a small team of three advisors.