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®

919-605-4174

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

Hi! My name is Ian Bloom. I started my firm, Open World Financial Life Planning because I wanted to serve other nerds, not sell financial products. I focus on systematizing my clients’ financial lives to reduce their stress and worry, so that they can focus on their passions.

As a nerd, I understand what it’s like to have hobbies and priorities outside of the norm. Whether your interests lie in gaming, programming, collecting, or something tamer, my goal is to make your financial life much more simple so that you have less stress and more time to focus on your interests. Life shouldn’t be about scrolling through google searches to solve a complex financial question. Your time should be spent doing the things you love and taking care of the people you care about.

My philosophy on financial life planning was shaped through my experience getting my CFP® designation, my bachelor’s degree in Psychology, and three years of amazing mentorship in the financial industry. Comprehensive financial life planning with my firm combines the skills I’ve developed through my experience and education, the perspective I have as a nerd and Millennial, and the drive I have to increase financial literacy within my community. I chose a fee-only structure for the firm in order to minimize conflicts of interest and make payment as transparent for my clients as possible. Having no product sales involved means I can focus on the perfect solution for my clients, not getting paid.

Working with my firm starts with a complimentary first meeting in which we talk through your values, goals, and finances. If we decide to work together we will gather details on your finances, analyze and prioritize your goals, and eventually arrive at a plan through collaboration. I will help with the implementation of that plan, educating you on the what’s and why’s of each checklist item so that you feel comfortable with the changes. Finally, at the end of a yea,r we will review our progress and reassess the plan going forward.

On the personal side of things, my passions lie in gaming. I love tabletop games, trading card games, and video games. I specifically love anything that is geared toward difficult strategic decisions. My wife and I spend a lot of our time playing games together, using Pokemon Go as a motivator to stay active, and hosting our friends and family for various get-togethers.

Go ahead and book that first meeting to get started! It’s always FREE.

If you’re not so sure yet, and would like to see some examples of my personality or how I work with clients, feel free to check out my YouTube channel. I try to keep to a pretty regular video schedule, so there’s plenty of content available. Chances are if you have a single financial question, I have either addressed it on the channel or have plans to in the near future.

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

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Office Locations:

  • 555 Fayetteville St
    Ste 300
    Raleigh, NC 27601

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