One-to-One Partner Profile
Mel Blumenthal
Financial Advisor · Bloom Wealth Alliance
Investment advising and financial planning for people in transition — with a soft spot for women navigating divorce, inheritance or a career change, and for the LGBTQ+ community.
- 11 years as a financial advisor
- Tucson, AZ
- 2021 Women of Impact Honoree
- 30+ years of public speaking
4.3 · Biography Sheet
Get to know Mel
Business
- Business name
- Bloom Wealth Alliance
- Profession
- Financial Advisor
- Years in the business
- 11 years
- Previous types of jobs
- Teacher and university lecturer, social worker, and professional ballroom dancer
Family & Home
- Spouse
- “Not till God make men of some other metal than earth.” — Shakespeare
- Children
- I was taken out of the gene pool. Solid call.
- Pets
- A pit mix who wants to love, but can't without teeth
Personal
- Hobbies
- Storytelling and dance fitness classes
- Activities & interests
- Dancing, travel, community activism — and scheduling hikes and not going.
Burning desire
To give a TED Talk.
Something nobody knows about me
I once walked out of an armed bank robbery because I didn't have time to be taken hostage that day.
The key to my success
Never give up.
4.4 · GAINS Exchange
Goals, Accomplishments, Interests, Networks, Skills
Where we might overlap, and what I can open up for you.
Goals
Reach a top-producer benchmark within my brokerage in 2026.
Accomplishments
- 2021 Emerging Small Business Award — Tucson LGBT Chamber of Commerce
- 2021 Women of Impact Honoree
- Published author with F*ST! Female Storytellers
Interests
Dancing and Argentine tango, travel, storytelling, movies, reading, wine tasting, and finance and tax education. Proud policy geek.
Soccer: all life ceases to exist during the World Cup.
Networks
- Tucson LGBT Chamber of Commerce — a.k.a. “The Gaymber”
- Outreach Director, F*ST! Female Storytellers
- President, WOSAC Advocacy Council for the Department of Gender and Women's Studies at the University of Arizona
- Southern Arizona Estate Planning Council
- National Association of Tax Professionals
Skills
- Investment advising and financial planning services
- Life insurance and fixed annuities
- Public speaking for 30+ years — seminars and special events
- Motivational interviewing and conflict resolution
- I'm ordained, and I can perform weddings
4.5 · Contact Sphere Planning
Who naturally refers me business
The professionals already sitting across the table from my clients when their finances change.
My contact sphere
- Enrolled Agents (EAs)
- Mortgage Brokers
- Insurance Professionals
- Real Estate Professionals
- Banking Professionals
- CPAs
- Business Coaches
- Non-Profit Boards
- Attorneys
4.6 · Previous 10 Clients
Who I've helped lately
My last ten clients. The pattern matters more than the list — it's how you'll spot the next one.
- A non-profit setting up its 401(k)
- A brokerage account for a first-time investor
- A brokerage account and financial plan for a Gen X single woman
- A brokerage account and annuities for a single woman in retirement
- A financial plan for a married couple combining their finances
- A brokerage account for inherited funds
- Life insurance and a brokerage account for an adoptive dad
- A brokerage account for a Gen X single man
- A brokerage account and annuity for a Boomer single woman
- A financial plan for an elder millennial
Referral Guide
Helping me find the next client
Who to listen for, who's not a fit, and the introductions that matter most.
Great referrals
- Women in transition — divorce, inheritance or a career change
- Members of the LGBTQ+ community
- People looking to update, or engage in, a different kind of financial planning
Not a great fit
- People who need help with budgeting
- People who need debt consolidation and/or credit repair
Golden goose referrals
- Estate Planning Attorneys
- Family Law Attorneys
Great questions to ask in a 1-2-1
- “How will I recognize a good prospect for you?”
- “What's your biggest challenge at the moment?”
- “What is your golden goose referral?”
- “What type of customers or clients are you looking for — age, income, profession?”
- “What are the coming trends in your business or industry?”
Let's set up our 1-2-1
Pick a time that suits you and we'll trade GAINS, contact spheres and the referrals we can each open up.