Meet The Planner

Name

Ian Bloom

Financial Side Quest Rank

5/5

Level: 29
Location: Raleigh, NC – Virtual
Unlocked Achievements:
CFP® Professional
Registered Life Planner®

Equipment

ARMOR
Cloak of Financial Wisdom
Anti-Misinformation Gauntlets
Goggles of Financial Insight

WEAPONS
Sword of Sound Advice

TOOLS
Financial Planning Software (Advizr)
Enchanted Quill of Strategy
Easy Online Asset Management (Altruist)

LANGUAGES
Common
Orcish
Legalese
Financial Jargon

Intelligence

0

Nerdyness

0

Financial
Literacy

0

Gaming
Ability

0
Background
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.

Professional Information

Ian Bloom, CFP®, RLP® is a financial life planner and owner of Open World Financial Life Planning. He started the firm in 2018 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, primarily playing games. Ian’s favorites are Magic: The Gathering, The Elder Scrolls V: Skyrim, Teamfight Tactics, Cyberpunk 2077, and a collection of various board games. When he’s not gaming, Ian enjoys watching professional esports, cooking, and getting in a good workout.

To learn more about Ian’s professional accomplishments and approach, check out these links to mentions in the media:
Bio – Financial Advisor Magazine
Bio – ThinkAdvisor

Complimentary First Meeting

We offer a Complimentary First Meeting to describe our services, and to see if our services are right for you.

Mentions in The Media

Check out some of our mentions in the media in both print and audio formats!

Advisor News

3 Steps To Take Back Control Of Your Schedule

Market Watch

Up your game in 2020 with these five quick and easy investing moves

Radio Public

You're a Financial Planner, Now What?

XYPN Radio

How to Communicate Authentically with Clients During a Time of Crisis

Twenty Over Ten

Marketing Advice For New Advisors – From Advisors Who Know How To Grow

Grow

5 money lessons everyone should know by age 30

Your Paf

Do You Need Short-term Disability Insurance?

Financial Planning

TikTok and advisors: Is a savvy algorithm worth privacy concerns?

MSUWMA Podcast

Ian Bloom - S1 Ep. 17

XY Planning Network

Launching Your Own RIA: Advice from Advisors Who Took the Leap