Daniel J. Bloom

Daniel J. Bloom, CFP®, CEPA, has a diverse work experience spanning multiple companies. Daniel J. began their career as a Financial Advisor at H&R Block Financial Advisors in 2001, where they worked until 2003. Daniel J. then moved to JPMorgan Chase, where they served as a VP of Investments from 2003 to 2009. Following this, they joined Living Well Financial Group, Inc., where they held the position of President from 2009 to 2014. Currently, they are the Chief Administrative Officer (CAO) at Jentner Wealth Management, a role they started in January 2022. Prior to this, they served as the Director of Financial Planning at Jentner Wealth Management from 2014 to 2021.

Daniel J. Bloom, CFP®, CEPA received their BA in Business from Malone University. Daniel J. also pursued studies in Financial Planning from the College for Financial Planning.