Ian Bloom
CFP
®,
RLP
®
Certified Financial Planner
About
Ian Bloom, CFP®, RLP®, is a certified financial planner, registered life planner, a member of the Financial Review Council at Policygenius, the owner of Open World Financial Life Planning, and the author of "A Gamer's Guide to Money." Previously, he was a financial advisor at MetLife and MassMutual, as well as a director with the Financial Planning Association of the Triangle. In addition to his CFP® and RLP® certifications, he holds FINRA series 7 and series 66 licenses.
In the press
The Financial Planning Association podcast, "The Quest for Purpose-First Planning"
LifeBlood podcast, "Intention and Money with Ian Bloom"
Michigan State Wealth Management podcast, "Ian Bloom"
Want to interview a Policygenius expert?
Journalist on a deadline? Our press team can connect you with our experts to discuss insurance, personal finance, and more. They’re also pretty friendly.
press@policygenius.comPolicygenius content follows strict guidelines for editorial accuracy and integrity. Learn about our editorial standards and how we make money.
Want to interview a Policygenius expert?
Journalist on a deadline? Our press team can connect you with our experts to discuss insurance, personal finance, and more. They’re also pretty friendly.
press@policygenius.comPolicygenius content follows strict guidelines for editorial accuracy and integrity. Learn about our editorial standards and how we make money.
Selected stories from Ian
Second home insurance: How to insure a vacation home
Updated | 3 min read
Protect your vacation property with second home insurance and learn about risk factors. Compare rates with Policygenius to get affordable vacation home insurance today.
The different types of annuities, explained
Updated | 6 min read
There are many types of annuities to choose from, including fixed, variable, or indexed; immediate or deferred; and qualified or non-qualified. Here’s how each type of annuity works and which one might be right for you.
Indexed annuities: What they are & how they work
Updated | 6 min read
Indexed annuities are tied to the performance of a stock market index. They offer you higher potential for gains than fixed annuities, but also come with limits that dictate how much you can earn or lose.
More related articles