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Meet The Planner

Ian BloomIan Bloom, CFP®, is, like many current North Carolina residents, a transplanted northerner. A graduate of Appalachian State’s Psychology program, Ian quickly found that he did not want to continue down the career paths afforded by his degree. He owes his start in the financial industry to two mentors, his father-in-law Stephen Brody and other team member Eric Brandt, who have over 40 years in the industry between them.

After three years in the financial industry and countless hours with a business coach, it became apparent to Ian that the framework of his previous firms was not going to enable him to give his clients unbiased financial advice. The firm was focused on product sales to the highly affluent and did not allow Ian to earn a living helping those he was most interested in working with. Encouraged by his coach and wife, Rebecca, Ian decided to open his own firm with the goal of servicing younger clients interested in building their futures.

Open World Financial Life Planning was founded with the goal of removing the financial stress and worry from the lives of those who are still earning their way up in the world. Ian believes that by providing affordable, meaningful advice to those like him (nerds!) he can build a business that fulfills the responsibility he feels to help people that can most benefit from his knowledge. For a more personal bio, feel free to watch the video!