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
How can CEOs and executives use life insurance to protect their families and companies?
Updated | 1 min read
CEOs and executives use life insurance to protect family income, cover estate taxes, and ensure company stability. Learn coverage amounts, policy types, and corporate structures.
Best life insurance companies in Charlotte, NC (2025)
Updated | 5 min read
Our research on cost, customer satisfaction, transparency, and financial strength determined the best life insurance companies available to Charlotte residents.
Best life insurance companies in Philadelphia, PA (2025)
Updated | 5 min read
We researched pricing data, financial strength ratings, customer satisfaction scores, and more to determine the best life insurance companies available in Philadelphia.
More related articles