About Mitchell Bloom
Husband l Father l Educator l Guide
Today
I help high income executives, business owners, and property owners with highly appreciated assets, concentrated stock positions, and tax concerns navigate a smooth transition toward a fulfilling retirement. My expertise lies in planning and coordinating intelligent exit strategies and forward-looking retirement and legacy plans, reaching greater chances of success.
Crafting Financial Futures Since 1987
With over 38 years of tax planning, financial planning, and investment management experience, I have helped countless families navigate the ever changing financial environment.
My journey began in 1987, just six weeks before the Black Monday market crash, a baptism by fire that solidified my commitment to helping clients achieve financial security through any storm.
But financial planning isn't just about numbers; it's about getting results by helping you articulate and document what you care about and what is most important. It's about identifying your values and most important goals on paper, committing to goal-directed actions, and creating accountability for those actions, and ultimately increasing your probability of success.*
You might find me quoted in several publications including The Wall Street Journal, Forbes, U.S. News and World Report, MarketWatch, and Business Insider, offering insights to a wider audience.
But finance isn't my only passion. I'm a proud graduate of the world's most prestigious culinary arts college, the Culinary Institute of America in Hyde Park, NY. While I may not be whipping up financial plans in the kitchen, my culinary skills come in handy when fostering strong client relationships.
My greatest professional achievement, however, is founding Bloom Financial. It's more than a company; it's a place where we help our clients' financial and life aspirations and dreams blossom and thrive.
Where it All Began
While born and raised in Los Angeles, it was a family trip to the New York Stock Exchange at age 7 that sparked my passion for finance. It wasn't just seeing the bustling throngs of Wall Street that captivated me. That night I experienced the elegant flavors of classical French cuisine while dining at one of New York city's world famous restaurants. The menu that night included Escargot, Filet of Sole Roulade with Salmon Mousse and a Lemon Beurre Blanc sauce, and Chocolate Soufflé with Crème Anglaise, it was a revelation! In that moment, I knew my destiny wasn't only finance, but the culinary world. Fast forward to age 12, and I was ready to ditch my newspaper route and take my first professional steps into restaurants, landing a job with my family's Orange Julius franchise.
The Personal Bio
My educational path at L.A. Valley College combined Business Management with Psychology, reflecting my diverse interests. Outside of class, I discovered a love for fostering growth in others. By day, I helped people learn how to conquer the slopes as a ski instructor on the Magic Moving Endless Ski Slope at Phil Gerard's Ski World in Encino, California. By night, I traded skiing for sauces, honing my culinary skills at the famous Great American Food & Beverage Co. and Poppy's Star Restaurants. Through both experiences, I realized a deep satisfaction in guiding others. Whether it's mastering skis, perfecting a recipe, or navigating finance, the joy of helping people learn and experience "lightbulb" moments is what truly motivates me. That's me on the left, Chef Saucier at La Chaumiere, Century Plaza Hotel, Los Angeles, California.
The Family
I reside in the Denver/Boulder Area with my wife Amy, and our wonderful kids Aleah, and Jacob. Family trip to La Jolla, California
Giving Back Throughout My Life
My passion for service has been a constant thread in my life. In the aftermath of 9/11, I volunteered for three years with the Red Cross as a Media Relations Specialist. Leveraging my communication skills, I played a role in sharing critical information during emergencies.
Following that, I spent six years sharing my enthusiasm for the outdoors as an Ambassador, Ski Guide, and Host at Winter Park and Copper Mountain resorts. This experience allowed me to combine my love for skiing world-class resorts with creating memorable experiences for our guests.
Since 2007, I've volunteered my time with a Boulder faith-based organization, supporting families who have experienced loss. This allows me to provide comfort and guidance during a difficult time in their lives. Zoe the "happy dog" and me, before a morning swim.
Financial literacy is the cornerstone of financial security. Yet, navigating the complexities of personal finance can be overwhelming.
If you are interested in booking me for your next conference or meeting, feel free to contact me here.
ABOUT MITCH
Mitch is the President of Bloom Financial, LLC, a Registered Investment Advisor
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CONTACT
800-WAY-KOOL
Email: info@bloomfinancial.com
Address: 390 Interlocken Crescent,
Suite 350 Broomfield, CO 80021
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Website created, designed and developed by Mitchell Bloom
Bloom Financial LLC is a fee only financial planner headquartered in Westminster, Colorado that provides investment advice and financial planning. Bloom Financial LLC is a registered investment advisor in the state of Colorado. Any information provided by Bloom Financial LLC (“Bloom” or the “Firm”) is for general informational purposes only. This information is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and investors should be prepared to bear potential losses. Investments should only be made after thorough review with your investment advisor, considering all factors including personal goals, needs and risk tolerance. The Firm may only transact business in those states in which it is notice filed or qualifies for a corresponding exemption from such requirements. For information about Bloom’s registration status and business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov/