AAFCPAs Wealth Management, an affiliate company of AAFCPAs, is pleased to announce the addition of Jonathan Bloom, CFP® as a Wealth Advisor. Jonathan is a seasoned professional providing comprehensive financial planning solutions for individuals, families, business owners, benefit plan sponsors,...
AAFCPAs Wealth Management, an affiliate company of AAFCPAs, is pleased to announce the addition of Jonathan Bloom, CFP® as a Wealth Advisor. Jonathan is a seasoned professional providing comprehensive financial planning solutions for individuals, families, business owners, benefit plan sponsors, nonprofits & foundations.
Jonathan is a licensed investment adviser, a CERTIFIED FINANCIAL PLANNER™ (CFP®), and holds Life & Health Insurance licenses in MA. He joined AAFCPAs Wealth Management after 10 years in financial services because of the firm’s reputation for honest, timely, objective financial advice. He believes that honest investment advice must be selfless, comprehensive, thoughtfully prepared, and fully customized. Click here to read Jonathan Bloom’s full profile. >>
“I am excited to join a growing firm known for its tax expertise, personalization, and independence,” said Jonathan.
AAFCPAs Wealth Management is a boutique “fee-based” Registered Investment Advisor (RIA) firm serving individuals & families, retirement plan sponsors, and nonprofits & foundations. As an affiliate of AAFCPAs, AAFCPAs Wealth Management is able to leverage shared knowledge, providing insight into long-range planning, with full consideration for tax implications. AAFCPAs Wealth Management’s solutions are designed for those who appreciate honesty, tax expertise, and personal attention.
The mission of AAFCPAs Wealth Management is to provide valuable peace of mind to those who have the awesome responsibility to manage wealth. Learn more.
*AAF Wealth Management is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where AAF Wealth Management and its representatives are properly licensed or exempt from licensure. This blog is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by AAF Wealth Management unless a client service agreement is in place.
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