Your financial journey is going to be unique. The achievements you hope to unlock, the strategy you employ to get them, and…
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We offer comprehensive financial planning, investment management, and educational resources to help you reach your financial goals while freeing you up to pursue your passions!
Meet Ian Bloom, CFP®
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There are plenty of good financial planners out there, and the decision on whose services to use often comes down to which person suits you the best.
As a self-described nerd and gamer, while I do work with people of all ages and backgrounds, I am especially focused on helping out younger folks with passions that they are trying to pursue. This is why I always focus on your life rather than just the money. At the end of the day, while money very important, it is just a tool to help you build the life you want to live.
If you’re interested in chatting and seeing if we might be a good fit for you, click on the “Setup a Meeting” button below to book a complimentary introduction meeting with me. I look forward to speaking with you!
We love helping younger clients who are looking to pursue their passions and build an ideal life and financial strategy to support their dreams!
Check out some of our free resources, videos, and educational content!
Started in 2018 by nerds, for nerds.
Ian Bloom, CFP®, RLP® started Open World Financial Life Planning in 2018 after working for much larger financial planning firms. Ian founded Open World with the goal of providing helpful financial life planning services for people like him – young, passionate individuals who want a financial planner with a more relatable, nerdy approach to the often cryptic and confusing world of financial planning.
Focus on building your ideal life, and not just money.
Ongoing advice and guidance. Delegate away!
Specific focus on young, passionate individuals.
We keep you accountable to goals and milestones.
As your fiduciary, we are obligated to work with your best interests in mind.
We give you in-depth education and tools
Here are some interesting facts about investing and financial planning that might surprise you!
Enter your email address below to get the first two chapters
of my book “A Gamer’s Guide to Money” for free!
Ever wish your finances were more like a video game? It’s dangerous to go alone! Take this book. A Gamer’s Guide to Money connects the stale world of financial planning to gaming in a meaningful way to help you level up your financial skills.
For the benefit of no commissions or transaction fees, fully digital account opening, a large variety of security options and complete integration with software tools, Open World Financial Life Planning utilizes Altruist Financial LLC, an unaffiliated SEC-registered broker dealer and FINRA/SIPC member, as the introducing broker to Apex Clearing Corporation, an unaffiliated SEC-registered broker dealer and FINRA/SIPC member, as the clients’ custodian. Open World Financial Life Planning does not receive any research or other soft-dollar benefit by nature from its relationship with Altruist Financial LLC, nor does Open World Financial Life Planning receive any referrals in exchange for using Altruist Financial LLC as a broker dealer.
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