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
7 dog-friendly home insurance companies
Updated | 2 min read
Allstate, State Farm, USAA, and Plymouth Rock all top our list of the best dog-friendly homeowners insurance companies.
Home insurance inspection: What to expect
Updated | 5 min read
In order to determine the full risk of insuring your home, insurance companies may conduct a home inspection to examine the condition of your home’s frame, interior, and any exterior structures on your property.
Does homeowners insurance cover tree removal?
Updated | 4 min read
The cost of tree removal is sometimes covered by homeowners insurance, like if a storm causes it to collapse onto your home or fence.
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