Name
Ian Bloom
Financial Side Quest Rank
5/5
Level: 30
Location: Raleigh, NC – Virtual
Unlocked Achievements:
CFP® Professional
Registered Life Planner®
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Name
Ian Bloom
Financial Side Quest Rank
Level: 30
Location: Raleigh, NC – Virtual
Unlocked Achievements:
CFP® Professional
Registered Life Planner®
ARMOR
Cloak of Financial Wisdom
Anti-Misinformation Gauntlets
Goggles of Financial Insight
WEAPONS
Sword of Sound Advice
TOOLS
Financial Planning Software (Right Capital)
Enchanted Quill of Strategy
Easy Online Asset Management (Altruist)
LANGUAGES
Common
Orcish
Legalese
Financial Jargon
Intelligence
Nerdiness
Financial
Literacy
Gaming
Ability
Planning for younger, technically-inclined clients. Focus on cash flow, accumulation, and long-term comprehensive plans.
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.
Increasing financial literacy in the nerd community, spending time travelling with his girlfriend, and turning the financial planning community into professionals.
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 Dungeons and Dragons, The Elder Scrolls V: Skyrim, Teamfight Tactics, 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
Check out some of our mentions in the media in both print and audio formats!
3 Steps To Take Back Control Of Your Schedule
Up your game in 2020 with these five quick and easy investing moves
You're a Financial Planner, Now What?
How to Communicate Authentically with Clients During a Time of Crisis
Marketing Advice For New Advisors – From Advisors Who Know How To Grow
5 money lessons everyone should know by age 30
Do You Need Short-term Disability Insurance?
TikTok and advisors: Is a savvy algorithm worth privacy concerns?
Ian Bloom - S1 Ep. 17
Launching Your Own RIA: Advice from Advisors Who Took the Leap
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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