Jonathan Bloom, CFP®, AIF®, Wealth Advisor Promoted to Partner
Boston, MA (December 11, 2023)—AAFCPAs, a preeminent 300+ employee CPA and consulting firm specializing in tax, wealth management, assurance, accounting, business process and IT advisory solutions, is pleased to announce the promotion of Jonathan Bloom, CFP®, AIF®, Senior Wealth Advisor, AAF Wealth Management to Partner effective January 1, 2024.
Jonathan joined AAF Wealth Management in 2016. Since that time, he has been praised for his growth-oriented, risk-aware, and client-centric approach. Jonathan has a genuine interest in his clients’ affairs and becomes their lifelong financial partner, taking the time to build clear financial plans based on their individual circumstances, challenges, and vision. Partnering with high-net-worth individuals and families, he manages and orchestrates complex financial holdings that combine estate, insurance, business, retirement, and succession planning. Jonathan is recognized for his exceptional communication, leadership, tax strategy, and judgment.
“I recognize the distinct advantage we have in providing wealth strategy, a holistic yet individualized approach to financial management enhanced by strategic tax planning,” Jonathan explained. “My commitment to our clients and to the firm makes me extremely grateful for this wonderful recognition and opportunity to serve clients with the utmost care and distinction.”
Jonathan is a stellar teammate, a proud proponent of AAFCPAs’ one-firm focus, and a valued mentor to new financial planning associates. He is a member of the Wealth Management Investment Committee, has spearheaded the launch of multiple technology platforms, and helps to build an investment/trading platform that broadens services and fosters continuous scalability. Jonathan holds a bachelor’s degree in finance from Bentley University and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) PROFESSIONAL, an Accredited Investment Fiduciary (AIF®), and a licensed investment advisor.
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“We are thrilled to welcome Jonathan into our partner group,” explained Carla McCall, CPA, CGMA, Managing Partner of AAFCPAs. “Jonathan embodies the firm’s spirit and core values, proving to be an invaluable asset not just to the firm’s clients but also to team members at all levels. I look forward to his continued contributions to the firm and its legacy.”
AAF Wealth Management is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where AAF Wealth Management and its representatives are properly licensed or exempt from licensure. This blog is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by AAF Wealth Management unless a client service agreement is in place.