Ian Bloom (CFP®)

Ian Bloom focuses in the
following client markets or areas of practice:

  • AUM
  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Estate & Generational Planning Issues
  • Financial Psychology/Coaching
  • Fixed Fee (Subscription, Retainer, etc.)

Planning Specialties

Ideal Clients

  • Gamers
  • General Nerds
  • Engineering Professionals
  • Gen Y/Millennials
  • Technology Field
  • Work/Life Balance

Additional Information

Hi! My name is Ian Bloom. I started my firm, Open World Financial Life Planning because I wanted to serve other nerds, not sell financial products. I focus on systematizing my clients’ financial lives to reduce their stress and worry, so that they can focus on their passions.

As a nerd, I understand what it’s like to have hobbies and priorities outside of the norm. Whether your interests lie in gaming, programming, collecting, or something tamer, my goal is to make your financial life much more simple so that you have less stress and more time to focus on your interests. Your time should be spent doing the things you love and taking care of the people you care about.

My philosophy on financial life planning was shaped through my experience getting my CFP® designation, my bachelor’s degree in Psychology, and three years of amazing mentorship in the financial industry. Comprehensive financial life planning with my firm combines the skills I’ve developed through my experience and education, the perspective I have as a nerd and Millennial, and the drive I have to increase financial literacy within my community.

Working with my firm starts with a complimentary first meeting in which we talk through your values, goals, and finances. If we decide to work together we will gather details on your finances, analyze and prioritize your goals, and eventually arrive at a plan through collaboration. I will help with the implementation of that plan, educating you on the what’s and why’s of each checklist item so that you feel comfortable with the changes.

Go ahead and book that first meeting to get started! It’s always FREE.

NAPFA Start Date

January 18, 2019

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This Office

555 Fayetteville St Ste 300 Raleigh, NC 27601-3030 Phone: (919) 605-4174