Certified Financial Planner
Current
Jan 2023 - Present
AeroLeads people directory · profile
Lauren Bloom Email & Phone Number
Certified Financial Planner
at
Bloom Investment
1 work email found
@winterpark.org
4 phones found area 617 and 407
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Certified Financial Planner
Location
Winter Park, Florida, United States
Who is Lauren Bloom? Overview
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Quick answer
Lauren Bloom is listed as Certified Financial Planner at Bloom Investment, based in Winter Park, Florida, United States. AeroLeads shows a work email signal at winterpark.org, phone signal with area code 617, 407, and a matched LinkedIn profile for Lauren Bloom.
Lauren Bloom previously worked as Director Of Membership Services at Winter Park Chamber Of Commerce and Education Consultant at Chepenik Financial - A Onedigital Company. Lauren Bloom holds Ba from University Of Massachusetts Amherst.
Company email context
Email format at Bloom Investment
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{first_initial}{last}@winterpark.org
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AeroLeads found 1 current-domain work email signal for Lauren Bloom. Compare company email patterns before reaching out.
Profile bio
About Lauren Bloom
Lauren Bloom is a Certified Financial Planner at Bloom Investment. She possess expertise in retirement planning, retirement, mutual funds, 401k, insurance and 14 more skills.
Listed skills include Retirement Planning, Retirement, Mutual Funds, 401K, and 15 others.
Current workplace
Lauren Bloom's current company
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8 roles · 33 years
Lauren Bloom work experience
A career timeline built from the work history available for this profile.
Director Of Membership Services
Education Consultant
Chepenik Financial - A Onedigital Company
Nov 2018 - Feb 2020
Director Of Client Development
Lamco Advisory Services, Inc.
Jan 2014 - Apr 2016
Retirement Plan Consultant
Assist plan fiduciaries with their Fiduciary Responsiblity to manage, monitor and maintain the Retirement Plan in the sole and best interests of plan participants.This includes assisting Plan Sponsors with:-Investment Policy Statement-Fund Reviews-Education and Enrollment Meetings-Participant AdviceWork with individuals to determine their "retirement readiness":-Financial Planning-Asset Protection Strategies--Life Insurance Needs
2007 - May 2013
Retirement Education Specialist
2000 - Oct 2007
Relationship Manager, Retirement Education
1996 - 2000
~4 yrs
Broker Dealer Services
1994 - 1996
~2 yrs
2 education records
Lauren Bloom education
Education record
FAQ
Frequently asked questions about Lauren Bloom
Quick answers generated from the profile data available on this page.
What company does Lauren Bloom work for?
Lauren Bloom works for Bloom Investment.
What is Lauren Bloom's role at Bloom Investment?
Lauren Bloom is listed as Certified Financial Planner at Bloom Investment.
What is Lauren Bloom's email address?
AeroLeads has found 1 work email signal at @winterpark.org for Lauren Bloom at Bloom Investment.
What is Lauren Bloom's phone number?
AeroLeads has found 4 phone signal(s) with area code 617, 407 for Lauren Bloom at Bloom Investment.
Where is Lauren Bloom based?
Lauren Bloom is based in Winter Park, Florida, United States while working with Bloom Investment.
What companies has Lauren Bloom worked for?
Lauren Bloom has worked for Bloom Investment, Winter Park Chamber Of Commerce, Chepenik Financial - A Onedigital Company, Lamco Advisory Services, Inc., and Sapers & Wallack, Inc..
How can I contact Lauren Bloom?
You can use AeroLeads to view verified contact signals for Lauren Bloom at Bloom Investment, including work email, phone, and LinkedIn data when available.
What schools did Lauren Bloom attend?
Lauren Bloom holds Ba from University Of Massachusetts Amherst.
What skills is Lauren Bloom known for?
Lauren Bloom is listed with skills including Retirement Planning, Retirement, Mutual Funds, 401K, Insurance, Employee Benefits, Financial Planning, and Pensions.
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