Jonathan Bloom, CFP®, AIF®
Jonathan is an experienced and passionate Investment Advisor and Financial Planner with a commitment to independent client-centric advice. He has proven success earning trust advising nonprofits & foundations, high-net-worth individuals and retirement plan clients. He provides objective, customized solutions and a comprehensive approach to wealth management, which includes: estate, tax, retirement, insurance, college and cash flow planning.
Jonathan appreciates that clients place trust in our team, and that each client is unique. In response, he works diligently to understand each client’s individual needs, life circumstances, priorities, and goals and then sets clear financial objectives and a plan to achieve them. He blends objective investment advice, estate, insurance, financial planning and real-world goal setting to best meet clients’ short and long-term goals, with a keen eye to mitigating risk. He proactively suggests adjustments as appropriate to help clients stay on track and reach their life long goals.
Jonathan joined AAFCPAs Wealth Management after 10 years in financial services because of the firm’s commitment to honest, timely, objective financial advice. He is passionate about providing needs-based solutions and recommendations based on our clients’ best interests.
He is a licensed investment advisor, a CERTIFIED FINANCIAL PLANNER™ (CFP®), and an Accredited Investment Fiduciary (AIF®). Jonathan serves on the Board of Directors for The Whole Child, Inc., a nonprofit based in Upton, MA. He lives in Marlborough, MA with his wife, and two young daughters.