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Retire as You Desire with Bill Bloom | Financial Planner Search
In this episode of Financial Planner Search, Bill Bloom, founder of Bloom Financial, shares his "Retire as You Desire" philosophy, helping clients plan for their money to last to age 100 while rediscovering purpose before they stop working.
Bill's path started with childhood money scarcity and a college professor who pulled up in a Cadillac Escalade in West Virginia, a sign that he could figure this out too. He launched Bloom Financial at 28 after six years at Prudential, lost every client to a non-compete, and rebuilt from $24,000 in net revenue his first year.
That scrappy beginning shaped…
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