Ian Bloom
CFP®
Open World Financial Life Planning
Financial Life Planner
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®
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 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
-
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
Office Locations:
-
555 Fayetteville St
Suite 300
Raleigh, NC 27601