Risk Advisory
Understanding DMF Certification: Process, Timeline, and Key Decisions
When DMF certification becomes a necessity, understanding how controls, documentation, and attestation come together is key to meeting NTIS requirements.
AAFCPAs is pleased to announce the promotion of Jonathan Bloom, CFP®, AIF® to Director & Senior Wealth Advisor at AAF Wealth Management.
Jonathan is an experienced and passionate wealth advisor with a commitment to independent, client-centric advice. He is a licensed investment advisor, a CERTIFIED FINANCIAL PLANNER™ (CFP®) PROFESSIONAL, and an Accredited Investment Fiduciary (AIF®).
Jonathan is a key member of AAF Wealth Management’s investment committee, instrumental in recently expanding investment access to external investment strategies including environmental, social, and governance (ESG) fund managers, hedging strategies, individual fixed income managers, dividend paying stock strategies, and more.
“Portfolio diversification is one of the best ways to weather market ups and downs and maintain the potential for growth,” said Jonathan. “The world of wealth management is constantly moving, and I enjoy finding new asset classes that can lower risk and help guide investing into the right avenues based on our individual clients’ priorities—including those that have a more positive impact on the world.”
In addition to offering tailored wealth management solutions to clients, Jonathan serves on the Board of Directors for The Whole Child, Inc., a nonprofit center for social emotional learning based in Upton, MA. He is a proud alumnus of Bentley University (Go Falcons!). He lives in Marlborough, MA with his wife, and two young daughters. He enjoys golf, travel, 3D printing, and monitoring the evolution of cryptocurrency. Jon is an active member of the Marlborough Country Club.
