Jonathan Bloom Email & Phone Number
Partner and Wealth Advisor @ AAFCPAs Wealth Management
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Jonathan Bloom Location
- Boston, MA, US
Jonathan Bloom Work
- 2024 -now Partner and Wealth Advisor @
- 2016 -2024 Director and Senior Wealth Advisor @
- 2013 -2016 Vice President, Financial Advisor @
- 2012 -2013 Vice President, Financial Advisor @
- 2011 -2012 Director of Private Wealth Management @
- 2008 -2011 Financial Consultant @
- 2006 -2008 Financial Consultant and Trader @
Jonathan Bloom Education
- NYU
Certificate (Certificate in Financial Planning)
2009-2011 - Bentley University
BS (Finance)
2002-2006
Jonathan Bloom Skills
- Holistic Financial Planning
- Investments
- High Net Worth Individuals
- Certified Financial Planner
- IRAs
- Financial Planning
- Asset Allocation
- Asset Management
- Mutual Funds
- Personal Tax Planning
- Tax Planning
- Investment Management
- Retirement Planning
- Financial Services
- Cash Management
- Cash Flow Management
- Estate Planning
- Comprehensive Planning
- CFP
- Fiduciary
- RIA
- AIF
- 401(k) Retirement Savings Plans
- Insurance Planning
- Social Security
- Multi-generational Planning
- Life Insurance
- Wealth Transfer
- Wealth Management
- Investment Advisory
- Wealth Management Services
- Investment Strategies
- Asset Protection
- Roth IRA
- Asset Allocation Strategies
- Retirement Income Strategies
- Wealth Accumulation
- Financial Advisory
- Services
- Multi Generational Planning
- 401 Retirement Savings Plans
Jonathan Bloom Summary
- Jonathan Bloom, based in Boston, MA, US, is currently a Partner and Wealth Advisor at AAF Wealth Management. Jonathan Bloom brings experience from previous roles at AAF Wealth Management, Santander Asset Management, Merrill Lynch and Asset Strategy Consultants. Jonathan Bloom holds a 2009 - 2011 Certificate in Certificate in Financial Planning @ NYU. With a robust skill set that includes Holistic Financial Planning, Investments, High Net Worth Individuals, Certified Financial Planner, IRAs and more. Jonathan Bloom has 2 emails and 2 mobile phone numbers on RocketReach.
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Top AAFCPAs Wealth Management Employees
Jonathan Bloom
Partner and Wealth Advisor
Boston, MA, US
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