AAFCPAs Morrison, Bloom to Serve on Board at The Whole Child, Inc.

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About the Author

Jonathan Bloom, CFP®

Jonathan is an experienced and passionate Investment 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, charitable giving, and cash flow planning. …