The Planner's Character Sheet
Name: Ian Bloom
Location: Raleigh, NC
Designation: CFP ® Professional
Years in the Profession: 4
Specialty: Planning for younger, technically-inclined clients. Focus on cash flow, accumulation, and long-term comprehensive plans.
Main Quest Building a financial life planning firm that allows his clients to free themselves from financial stress so that they can focus on their main quests.
Side Quests:: Increasing financial literacy in the nerd community, spending two months a year in the mountains, and turning the financial planning community into professionals.
Ian Bloom, CFP® is a financial life planner and owner of Open World Financial Life Planning. He started the firm a year ago after years in the industry under much larger firms. Open World was founded with the goal of providing financial life planning for nerds!
Open World and Ian put out a ton of content! If you’re looking for further resources to be connected with, tune into the YouTube channel, newsletter, or website. One of the side quests of Open World is making all of this content available to you for free.
In his personal life, Ian spends a lot of time with his friends and wife, primarily playing games. Ian’s favorites are Magic: The Gathering, The Elder Scrolls V: Skyrim, Teamfight Tactics, Pokemon Go, and a collection of various board games. When he’s not gaming, Ian enjoys watching professional esports, cooking, and going to the gym (sometimes).
To learn more about Ian's professional accomplishments and approach, check out these links to mentions in the media.