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.
Games: The Elder Scrolls V: Skyrim, any Pokemon game, The Witcher 3
Esports: League of Legends
Shows: Game of Thrones, House of Cards
Ian graduated from Appalachian State University with a bachelor's degree in psychology. After discovering he had an interest in financial life planning, he began to work alongside his father-in law to join the profession. The firm he was a part of in 2018 turned out to not be the best cultural fit for him or his clients, so he founded Open World Financial Life Planning with the goal of providing the best possible service for his clients. Ian is passionate about working with young people who are still earning their way up in the world, in order to prevent financial mistakes and set them up to live their best life.
To learn more about Ian's professional accomplishments and approach, check out these links to mentions in the media.
For a more personal bio, feel free to watch the video below!