Background & Focus
Bill Bloom is the founding advisor of Bloom Financial*. Bill spends his time working with individuals,families and business owners helping them plan for a better retirement. By being an independent financial advisor, Bill is able to create customized portfolios and strategies to fit his client's needs. Bill loves to help his clients with their retirement income strategies. His practice consists of Asset and Risk Strategy, Qualified Retirement Plan Design, Retirement Income Strategies, and Estate and Succession Strategies.
Education & Accomplishments
Bill has been a Million Dollar Round Table Qualifying Member** for many years. Bill graduated with honors from Ohio Valley University with a Bachelor's degree in Marketing and Management. He was a four year starter for the Men's Soccer Team at his university. Bill is working on completing his Retirement Income Certified Professional designation through the American College.
Bill is a member of various professional and civic organizations, including the Chicago Yacht Club. Bill spends time out on Lake Michigan sailing and doing the Race to Mackinac.
Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.
**Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year, and is not based upon performance or returns experienced by any client, or opinions of the advisor's clients or former clients. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.