Ian Bloom

CFP®

Open World Financial Life Planning

Financial Life Planner

Contact Me

Ian Bloom

CFP®

Open World Financial Life Planning

Financial Life Planner

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Ian Bloom, CFP®

Contact Me

919-605-4174

Website

Financial Life Planning for Nerds! Open World Financial Life Planning is a fee-only financial life planning firm founded in 2018. The firm is focused on providing comprehensive financial life planning to people who make a difference.

Meet Ian Bloom

Ian Bloom is a Raleigh, NC fee-only financial planner. Open World Financial Life Planning provides comprehensive financial planning and advice to help clients get organized and take action toward their financial goals. As a fee-only, fiduciary, and independent financial advisor, Ian Bloom is never paid a commission of any kind, and works only for the client - not a broker, insurance company, or bank.

Ian Bloom is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Ian Bloom is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact Ian Bloom

919-605-4174

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Office Locations:

  • 555 Fayetteville St
    Suite 300
    Raleigh, NC 27601

Open World Financial Planning LLC (“OWFP LLC”) is a registered investment adviser offering advisory services in the State(s) of North Carolina and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by OWFP LLC in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of OWFP LLC, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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