Who we are
About Bloom Investment
Bloom Investment provides comprehensive financial planning and money management services to individuals who are seeking a partner in their financial growth and wellbeing.
Lauren Bloom | Financial Planner
A partner in your growth
Taking control of your financial life can be difficult, especially when navigating life’s challenges.
I’m a CERTIFIED FINANCIAL PLANNER™ professional with nearly three decades of experience helping smart and creative individuals grow their financial confidence.
My greatest passion is helping people thrive through difficult personal and professional transitions. I’d love to hear your story to see how I can help you.
A wealth of experience
I have been in the financial services industry since 1994 and have been a CERTIFIED FINANCIAL PLANNER™ professional since 2006.
Previously, I worked at larger firms including Putnam Investments, MassMutual and Fidelity Investments as well as at boutique investment firms in the Boston and Orlando areas.
While at those firms, many of my friends and acquaintances came to me for financial advice after becoming newly single due to divorce or death. I realized that they deserve special assistance that those firms were not able to deliver. That is why I decided to form Bloom Investment - a financial advisory firm built specially for smart, accomplished women navigating a new life.
When things in life change, it’s nice to know that you have a professional assisting you with your personal finances.
