Our Story

By working together for over 25 years, the Katz/Bloom Group clients receive comprehensive experience and wisdom in navigating the intricacies of managing individual, family, and business wealth. We focus on the long-term wealth management strategy, portfolio management, and financial planning of high net worth clients.

As the senior partners of the Katz/Bloom Group, Craig Bloom and Brian Katz have created a team of elite financial services professionals, with exceptional experience and educational backgrounds to best serve your needs.  Our team of eight members consists of:
  • 4 Financial Advisors with a combined 100 years of investment experience
  • 2 members with the CIMA designation from the Wharton School of Business at the University of Pennsylvania
  • 1 CFA charter holders
  • 1 CFP® holder
  • 2 Sports and Entertainment Directors
  • 1 MBA
  • Chairman of Morgan Stanley Consulting Group Advisory Board
  • Graduates of UCLA, UC Berkley, USC, Loyola Marymount University, San Diego State University, Embry-Riddle University, and Ateneo De Manila University (Philippines)
Services Include
  • Wealth Consulting
  • Wealth Management1
  • Alternative Investments2
  • Asset Management3
  • Corporate Retirement Plans4
  • Estate Planning Strategies5
  • Financial Planning6
  • Lending Products
  • Professional Portfolio Management7
  • Sustainable Investing8
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Our Process

What Constitutes Premium Advice?


Discover: Our relationship begins with active listening to gain a thorough understanding of your needs, lifestyle, family, and your goals for the future. We work with YOU to quantify and analyze investments, personal assets and liabilities, current portfolio allocation, assets earmarked for specific goals, and current income and savings as well as anticipated future spending and income.

Create: We work with you to develop a roadmap to help you meet your long-term goals and objectives. We are anchored by long-term integrated investment plans; we strive to be tax aware, fee efficient, and transparent, and optimize the customized plan across assets, liabilities, spending, and estate planning needs.

Act: We implement investment plan, retirement plan, trust services, cash management, and insurance solutions suited to your needs. We work with YOU to finalize agreed upon asset allocation and investment plans and schedule. We develop a family organizer for you and coordinate with your estate attorney and CPA to understand the account structure. 

Adjust: Achieving your goals requires vigilance and flexibility. We help you monitor your progress and make adjustments as life evolves, markets and tax laws shift, and priorities change. We accomplish this by having quarterly or bi-annual strategy and tactical meetings with you and attending numerous continuing education programs with regards to the dynamics of investing. We keep the family organizer thorough and current, and update YOUR financial plan to reflect key events in your life.

    SRI/ESG with the Katz/Bloom Group

    Investing with impact objectives are unique. Through thoughtful dialogue and collaboration with the Katz/Bloom Group, our clients clarify and reveal their distinct motivations that ultimately drive their Investing with Impact strategy. These drivers incorporate institutional mission, personal values, worldwide and more. Some examples include, among many others, integrating environmental awareness, promoting diversity and supporting local communities. Using Morgan Stanley’s Investing with Impact Platform, the Katz/Bloom Group offers a spectrum of approaches designed to deliver customized solutions based on our clients’ distinct financial and impact objectives.

    The Katz/Bloom Group Gives Back

    Craig Bloom has been actively involved in his community as a Big Brother, a member of the Finance Committee at Campbell Hall School, as well as a former President of his local Little League. Over the last 20+ years, Craig has influenced the lives of many children through his efforts as a youth baseball. Although Craig's children are grown, he continues to give his time by coaching and mentoring a 12 year old baseball team, the Encino Vipers. Craig takes the team and their families to Cooperstown every summer for a week long tournament and the experience of a lifetime playing in the home of baseball and the Baseball Hall of Fame.

    Brian Katz is the former Chairman of the Board of C5LA, a non-profit organization which inspires high-potential, at-risk, youth in Los Angeles to pursue personal success in high school while preparing for college. He is also the former president of the Los Angeles County Parents Association of the US Air Force Academy.

    Jonathan O'Brien is the President of the Foundation for Saint Cyril School, and has participated in fundraising for the Wounded Warrior Project, the Medal of Honor Foundation, Susan G. Komen for the Cure Foundation and is a current member of the Men’s Guild for Children’s Hospital of Los Angeles.

      Sports & Entertainment with the Katz/Bloom Group

      Successful athletes and entertainers, who have set themselves apart, showed us that we needed to set ourselves apart, too. You required special attention, focused resources, a new way of thinking about managing wealth and about supporting the ambitions of the most ambitious. You needed a resource as big, as specialized and as energized as your life.

      The Global Sports & Entertainment Division (GSE) requires Financial Advisors to know the industry and how money flows from your work to your wallet. With 2 of the 95 financial advisors of the GSE Directors, the Katz/Bloom Group has proven a unique ability to work with athletes and entertainers to help them achieve their needs and goals.

      Our clients are all about what’s next: next game, next project, next tour, next venture, next chapter in the novel, or next chapter of your life. You already have the vision. You may need the plan, the people and the resources to:

      • Take care of your family without compromising your own financial future

      • Make the difference you want to see in the world

      • Extend your brand or expand your footprint

      • Stretch peak earnings and plan for your lifetime

      • Build, buy, borrow and understand how to navigate the financial world

      We will help you navigate through every stage of your career and beyond.

      You have a handful of people who have supported you, encouraged you and watched your back. We embrace teamwork as a force that turns vision into reality. We support and respect your personal confidants, and respect the role we play. We will work alongside your agent, business managers and personal confidants and combine our strength with theirs to bring you greater success.
      • UNDERSTAND
        Players, Performers, Creators have distinct financial profiles
      • DELIVER
        Putting the resources of Morgan Stanley to work for you
      • ADVISE
        Translating our understanding to actionable financial strategy
      • SUCCEED
        Helping you achieve your goals for greater success

      Location

      15260 Ventura Blvd
      Ste 1900
      Sherman Oaks, CA 91403
      US
      Direct:
      (818) 382-5740(818) 382-5740
      Toll-Free:
      (800) 237-4821(800) 237-4821

      Meet Katz/Bloom Group

      About Me

      As an Executive Director, Senior Portfolio Manager and Sports and Entertainment Director, Craig is responsible for all investment decisions, financial planning, and assists in the development of investment policy statements for our clients.

      In his 35+ years of working in wealth and investment management, he has seen several nerve-racking bear and bull markets. Through it all, Craig has maintained a mature and disciplined approach to planning, managing, and helping his clients achieve their wealth goals.  This kind of experience and maturity is what has fostered the longevity and trust in Craig’s relationship with his clients.

      Our wealth management approach is to work closely and mentor our clients through the important stages of their life – birth of a child or grandchild, marriage (or divorce), death, and other significant life events.  Working hand in hand with our clients through these events has yielded us long standing, multi-generational relationships with their families.

      As a Sports and Entertainment Director, I understand the complexities and pressures athletes and entertainers face and the financial implications that come with that. Working closely with top professionals in the sports and entertainment industries and their personal confidantes, I help provide access to the products and services needed to build and preserve financial independence as their circumstances, goals and priorities continue to evolve.

      Craig received his undergraduate degree from UCLA and his MBA in Finance from USC. He is also a graduate of the University of Pennsylvania's Wharton School of Business prestigious Investment Management Analyst program (CIMA®).

      In 2015 the Financial Times recognized Craig as one of the top 400 financial advisors in America.

      Lastly, Craig and his wife Stacy have three children, Kevin, Caitlin and Cory. He is actively involved in his community as a Big Brother for the last 36 years and the former President of Encino Little League. Over the last 15 years, Craig has influenced the lives of many children through his efforts as a youth baseball coach. Craig is currently the chairman emeritus for Campbell Hall’s annual charity golf tournament and a member of the schools finance committee.
      Securities Agent: TX, CA, WA, VA, UT, TN, SC, PA, OR, NY, NV, NM, NJ, MD, MA, LA, IL, HI, GA, FL, DC, CO, AZ, AR; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
      NMLS#: 1268474

      About Me

      As an Executive Director, Senior Portfolio Manager and Sports and Entertainment Director of a Wealth Management team based in Sherman Oaks, CA, Brian oversees the "comprehensive wealth management strategy" of the clients who entrust their wealth to his team and he works closely with their outside advisors to maintain the consistency of the overall wealth management strategy.

      Brian brings over 35 years of investment experience to his clients.  He is a speaker and guest lecturer on the subjects of asset allocation and global investment planning.  Brian was a featured speaker at the New York University, Institute on Family Wealth and has been quoted extensively in such publications as the Wall Street Journal.

      At Morgan Stanley, Brian is the Chairman of the prestigious Consulting Group Advisory Council and a member of the Advisory Board of the Academy of Family Wealth Management.

      Morgan Stanley Global Sports & Entertainment is a specialized wealth management division of Morgan Stanley, dedicated to serving the unique and complex needs of athletes, entertainers and top professionals in the sports and entertainment industry. As a Sports and Entertainment Director, I have the related experience and access to world-class resources and programs needed to help craft creative financial strategies that address for the unique challenges and dynamics of sports and entertainment professionals’ careers.

      Brian received his undergraduate degree, with honors, in Economics from UCLA in 1980 and has earned the prestigious designation of Certified Investment Management Analyst® (CIMA®) from the University of Pennsylvania's Wharton School of Business.

      Brian recently served as Chairman of the Board of C5LA, a non-profit organization which inspires high-potential, at-risk, youth in Los Angeles to pursue personal success in high school while preparing for college.  He is also the former President of the Los Angeles County Parents Association of the US Air Force Academy.

      Lastly, Brian and his wife Mary are the proud parents of two young men, Matthew and Daniel, graduates of Princeton University and the US Air Force Academy, respectively. Brian is also involved with the Anti-Defamation League (ADL) as a former member of the Board and is the past Chairman of its annual Golf Tournament at El Caballero Country Club.
      Securities Agent: TX, CA, WA, VA, UT, TN, SC, PR, PA, OR, NY, NV, NM, NJ, MD, MA, LA, IL, HI, GA, FL, DC, CO, AZ, AR; Managed Futures; General Securities Representative; Investment Advisor Representative
      NMLS#: 1275776

      About Me

      Jonathan OBrien has been a Vice President and Financial Advisor with Morgan Stanley Wealth Management Group in Sherman Oaks since 2012.  He joined the Katz/Bloom group in January 2016, bringing with him his experience in both Client Development and process driven Goals Based Financial Planning.

      He has worked in the financial services sector since 1996, focusing specifically on Wealth Management and Goals Based Financial Planning since 2001. Jonathan has gained invaluable experience throughout his time in the financial services sector, helping his clients navigate multiple bull and bear markets and keeping them on track to accomplish their financial goals.

      Jonathan is alumnus of Notre Dame high school and earned his Bachelor’s Degree from Loyola Marymount University. He is the President of the Foundation for St Cyril School, and has participate in fundraising for the Susan G Komen for the Cure Foundation, Wounded Warrior Project, The Medal of Honor Foundation and is a current member of the Men’s Guild for Children's Hospital Los Angeles.

      Jonathan lives in Woodland Hills with his wife Jennifer and their four children. He really enjoys family time, playing in his basketball league, skiing and working on home improvement projects around their house.
      Securities Agent: CA, WA, VA, UT, TX, TN, SC, PA, OR, NY, NV, NM, NJ, MD, MA, LA, IL, HI, GA, FL, DC, CO, AZ, AR; General Securities Representative; Investment Advisor Representative
      NMLS#: 1272761

      About Me

      After nine years of working as an analyst with the team, Adam became a partner in June of 2016.  He is responsible for the ongoing growth of the business and the utilization of new investment ideas. Adam uses the team's goal driven process to consistently review his clients’ financial situations, and assist them in eventually achieving a work-optional lifestyle.      

      Adam brings 12 years of experience in the financial services industry to the team. He began his career in 2004 at Citibank as a business banker, contributing to the company by bringing in checking and savings deposits, in addition to sourcing new loan issuance for local professionals in the Southern California area. Since 2007, Adam has been dedicated to the continued success of the Katz/Bloom Group.

      Adam is a CFA® charter holder and graduated from the University of California at Berkeley with a BA in Economics. 

      He lives in Encino with his wife Jordy and his young two sons.
      Securities Agent: TX, CA, WA, VA, UT, TN, SC, PA, OR, NY, NV, NM, NJ, MD, MA, LA, IL, HI, GA, FL, DC, CO, AZ, AR; General Securities Representative; Investment Advisor Representative
      NMLS#: 1554852

      About Me

      As a CERTIFIED FINANCIAL PLANNER practitioner, Jennifer's primary role with the Katz/Bloom Group is to facilitate and establish financial plans for current and prospective clients. 
       
      Jennifer joined the team after spending 10 successful years in the dot.com industry where she managed large scale online marketing campaigns and helped create web applications that can be seen in today's most popular websites. 

      She decided to finally follow her passion in financial planning and consequently enrolled in UCLA's Personal Financial Planning Program as a CFP® candidate.  She has successfully passed the CFP® exam in November 2015 and is now a Certified Financial Planner practitioner.

      Jennifer holds a bachelor's degree in Communications Technology from Ateneo De Manila University, Philippines. 

      Jennifer and her husband Steve, enjoy travelling and spending time with their young daughter as a family.

      She holds Series 7, 66, and California Insurance license #0I22108.
      CA Insurance License #: 0I22108

      About Me

      As a Portfolio Associate of the Katz/Bloom Group, Natasha is responsible for all day-to-day interaction with the clients.  She works closely with the clients, their accountants, and Morgan Stanley to assist in all operations.

      Natasha brings over 15 years of experience in the investment business to our clients.  She has been with the Katz/Bloom Group since 2006 and received her undergraduate degree in English from UCLA in 2003. 

      Natasha and her husband George have 2 young children. She enjoys traveling, cooking and spending time with her family.

      She also holds Series 7 & 66 and California Insurance license #0E49361.
      CA Insurance License #: 0E49361

      About Me

      Brendan Lynch joined Morgan Stanley in May of 2015 as a wealth management analyst at Morgan Stanley in San Diego. Brendan joined the Katz/Bloom Group in February 2019 as a consulting group analyst and is a Chartered Alternative Investment Analyst (CAIA). He began his career in the financial services industry in 2011 at UBS as an associate in charge of financial planning and investments.

      He is a graduate from San Diego State University, where he earned a B.A. in Financial Services. He received the Ronald Regan Scholarship to study at Oxford University focusing on International finance and economics. Brendan currently resides in Westwood but has lived in several locations internationally including Canada, New Zealand, and Scotland.

      About Me

      As a Registered Associate, Amir’s primary role is to assist our clients with their everyday operational and administrative needs.

      Amir joined Morgan Stanley in our Miami office in the summer of 2015 and recently moved to Los Angeles for the opportunity to join our team.  He holds series 7 and series 66 securities licenses and is currently studying for his California Insurance license.

      Amir studied at Embry-Riddle University in Daytona Beach, Florida and received his Bachelor of Science degree in Computational Mathematics with a minor in Finance. 
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      Ready to start a conversation? Contact Katz/Bloom Group today.
      Market Information Delayed 20 Minutes
      1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

      3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      4Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

      5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

      6Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

      7Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

      8The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

      The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

      Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

      The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

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      *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


      CRC 2019752 10/2018