Jentner Wealth Management
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.
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Jentner Wealth Management
Jentner Wealth Management is a nationally recognized wealth-management firm based in Akron, Ohio. By providing fee-only comprehensive financial planning, globally diversified investing and fiduciary advice, Jentner seeks to preserve the financial legacy of clients in Northeast Ohio and across the United States. Founded in 1984, Jentner Wealth Management provides both financial planning and investment management to individuals, families, business owners, and trusts. Jentner Global Management is a specialized division that provides institutions with investment portfolio management services, including portfolios customized specifically for endowments, foundations, and qualified retirement plans. Jentner’s proven, low-cost passively-engineered investment strategy invests broadly in more than 10,000 companies on six continents, seeking to provide steadiness in good times and challenging times to earn meaningful returns over the long term. Jentner is fee-only, meaning we never earn commissions. We are a fiduciary to our clients 100% of the time, avoiding the conflicts of interest that arise from selling financial products. Without proprietary financial products or commissions, our advice is always what we believe to be in our clients’ best interest. This key strength differentiates us from most investment advisory firms. Many people assume that all financial advisors must always act in their client’s best interest. However, many financial advisors do not always have fiduciary responsibility to their clients. Many insurance agents, stockbrokers, and financial planners operate under a suitability standard or a best-interest standard. Because they are not fiduciaries, they can be motivated by commissions earned from selling insurance and investment products.