Dedicated professionals serving your financial needs.

About Us

Our Mission

Blum & Clark improves the financial outlook for our clients and our community.

We make a strong commitment to our clients and feel a vested interest in their success. We are known for our responsiveness, friendliness and knowledge.

Our strength is our people whose skill, knowledge and integrity keep us in the forefront of our industry. We are committed to supporting each member of our firm and our clients in an atmosphere of respect and trust.

Our Team

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Robert Blum
Managing Partner
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Allison Ast
Staff Accountant
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Leanna Boscia
Firm Administrator
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Drew Cass
Staff Accountant
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Lara Hoefer Moir
Para-Professional
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Elizabeth Martinez
Staff Accountant
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Kelly Mitchell
Client Liaison
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Carol Hausser Morris
Senior Staff Accountant
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Karen Newman
Senior Staff Accountant
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Mitchell Simkovsky
Staff Accountant
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Our Story

For over 40 years, Blum & Clark has met our clients' needs with professional, dedicated and personalized service. Our values are the same today as when Richard Blum launched our firm in 1978.

Back then, clients knew of Richard's experience and knowledge gained from over a decade of professional accounting work in New York. They gave his new practice a try and trusted him. They stayed because of the firm's unique approach, one borne of fairness and integrity. Many of those clients remain with the firm four decades later.

In 1993 the firm expanded with the supportive partnership of CPA Stephen Clark. Together, Richard and Stephen brought their services to a growing number of clients throughout San Diego and beyond. Blum and Clark Accountancy Group, as it was known then, thrived with Richard as Managing Partner.  He served in that position until 2005 when his son, Robert, an employee at Blum & Clark since age 14, was selected to lead the company.

Robert's passion for client service and dedication to excellence, learned from his father, continue at the core of Blum & Clark to this day.

Every client receives our best, in every interaction. It's been that way since day one. Our entire team delivers on that legacy of expertise with pride.
Robert Blum
Managing Partner

Ready to assist in your financial journey.
Just let us know how we can help.

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