AeroLeads people directory · profile
Jonathan Bloom, Cfp®, Aif® Email & Phone Number
Partner and Wealth Advisor
at
AAF Wealth Management
1 work email found
@assetstrategyrc.com
2 phones found area 781
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Partner and Wealth Advisor
Location
Greater Boston, United States, United States
Company size
Who is Jonathan Bloom, Cfp®, Aif®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jonathan Bloom, Cfp®, Aif® is listed as Partner and Wealth Advisor at AAF Wealth Management, a company with 9 employees, based in Greater Boston, United States, United States. AeroLeads shows a work email signal at assetstrategyrc.com, phone signal with area code 781, and a matched LinkedIn profile for Jonathan Bloom, Cfp®, Aif®.
Jonathan Bloom, Cfp®, Aif® previously worked as Partner & Wealth Advisor at Aaf Wealth Management and Director and Senior Wealth Advisor at Aaf Wealth Management. Jonathan Bloom, Cfp®, Aif® holds Bs, Finance from Bentley University.
Company email context
Email format at AAF Wealth Management
This section adds company-level context without repeating Jonathan Bloom, Cfp®, Aif®'s masked contact details.
*@assetstrategyrc.com
68% confidence
AeroLeads found 1 current-domain work email signal for Jonathan Bloom, Cfp®, Aif®. Compare company email patterns before reaching out.
Profile bio
About Jonathan Bloom, Cfp®, Aif®
Jonathan is an experienced and passionate Wealth Advisor and Financial Planner with a commitment to independent, client-centric advice. He has proven success earning trust advising high-net-worth individuals and retirement plan clients. He provides objective, customized solutions and a comprehensive approach to wealth management, which includes: investment management, estate, tax, retirement, insurance and cash flow planning.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.
Listed skills include Estate Planning, Social Security, Fiduciary, Cash Management, and 20 others.
Current workplace
Jonathan Bloom, Cfp®, Aif®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Aaf Wealth Management
8 roles
Jonathan Bloom, Cfp®, Aif® work experience
A career timeline built from the work history available for this profile.
Partner & Wealth Advisor
Current
Jan 2024 - Present
Director And Senior Wealth Advisor
Oct 2016 - Jan 2024
Vice President, Financial Advisor
Oct 2013 - Oct 2016
Vice President, Financial Advisor
May 2012 - Sep 2013
Director Of Private Wealth Management
Oct 2011 - May 2012
Financial Consultant
Mar 2008 - Sep 2011
Financial Consultant & Trader
Jul 2006 - Mar 2008
2 education records
Jonathan Bloom, Cfp®, Aif® education
Bs, Finance
Certificate, Certificate In Financial Planning
FAQ
Frequently asked questions about Jonathan Bloom, Cfp®, Aif®
Quick answers generated from the profile data available on this page.
What company does Jonathan Bloom, Cfp®, Aif® work for?
Jonathan Bloom, Cfp®, Aif® works for AAF Wealth Management.
What is Jonathan Bloom, Cfp®, Aif®'s role at AAF Wealth Management?
Jonathan Bloom, Cfp®, Aif® is listed as Partner and Wealth Advisor at AAF Wealth Management.
What is Jonathan Bloom, Cfp®, Aif®'s email address?
AeroLeads has found 1 work email signal at @assetstrategyrc.com for Jonathan Bloom, Cfp®, Aif® at AAF Wealth Management.
What is Jonathan Bloom, Cfp®, Aif®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 781 for Jonathan Bloom, Cfp®, Aif® at AAF Wealth Management.
Where is Jonathan Bloom, Cfp®, Aif® based?
Jonathan Bloom, Cfp®, Aif® is based in Greater Boston, United States, United States while working with AAF Wealth Management.
What companies has Jonathan Bloom, Cfp®, Aif® worked for?
Jonathan Bloom, Cfp®, Aif® has worked for Aaf Wealth Management, Santander Asset Management, Merrill Lynch, Asset Strategy Consultants, and Fidelity Investments.
How can I contact Jonathan Bloom, Cfp®, Aif®?
You can use AeroLeads to view verified contact signals for Jonathan Bloom, Cfp®, Aif® at AAF Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Jonathan Bloom, Cfp®, Aif® attend?
Jonathan Bloom, Cfp®, Aif® holds Bs, Finance from Bentley University.
What skills is Jonathan Bloom, Cfp®, Aif® known for?
Jonathan Bloom, Cfp®, Aif® is listed with skills including Estate Planning, Social Security, Fiduciary, Cash Management, Personal Tax Planning, Tax Planning, Comprehensive Planning, and Retirement Planning.
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