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"
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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.
Immediate annuities: What they are & how they work
Updated | 8 min read
Immediate annuities let you start receiving a stream of income right away, in exchange for an up-front, lump-sum payment.
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.
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