For more than 25 years, our mission has been to help you reach your dreams, aspirations and goals. We use a disciplined process to ensure you are always prepared for any critical financial events that may come your way through cutting-edge strategic planning, state of the art technology and prudent cost-effective management.
"Go confidentently in the direction of your dreams.
Live the life you've imagined." Henry David Thoreau
Mitchell Bloom, President
As president and founder of BLOOM FINANCIAL, LLC, Mitchell Bloom will coordinate the financial planning process for you. Mitch helps you identify your goals and what is important to you, and coordinates the deliverables team to provide you with clear, practical and objective advice. Then he will work with you to implement and monitor a series of strategies that will help you to realize your vision for the future.
Benita Creacy, Certified Financial Planner™ professional,
Benita Creacy, CFP® manages and oversees all office procedures. She is responsible for maintenance of policies and procedures to ensure expert implementation of the analysis and written plans. Everything we do for you, goes under a strict review and approval process to detect, prevent and resolve any potential issues.
M. Shannon Dana, Certified Financial Planner™ professional,
Plan Design Coordinator
Specializing in plan analysis,M. Shannon Dana, CFP® will focus on development, analysis and composition to maximize plan delivery based on in-depth research of your needs, goals and timeline. Shannon collaborates directly with the team to evaluate the strategies, tactics and tools that best fit your profile.
Amy Bloom, Client Services Manager
Amy Bloom ensures that our clients receive the best possible service. She will book appointments for you, and is the first person you should call if you have any questions about your financial planning process. She will ensure that the appropriate member of our team responds to your query in the most expeditious manner possible.
BLOOM FINANCIAL, LLC retains some of the nation's leading authorities on wealth planning for affluent families focused on zero tax and charitable planning issues of concern to individuals with estates of $3 million or larger.
Because your financial situation is often complex, we work diligently with our team of best-in-class subject matter experts, to design and implement strategies that will help you achieve your goals. You can rely on our team to provide technical advice as required.
BLOOM FINANCIAL, LLC is securities registered in Colorado and California.
BLOOM FINANCIAL, LLC is insurance licensed in the state of Colorado.
BLOOM FINANCIAL, LLC is registered in the state of Colorado to provide advisory services.
Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA, SIPC. Cetera is under separate ownership from any other named entity.
Registered to sell securities in the following States: California (CA),Colorado (CO)
6100 Uptown Blvd Suite 610 Albuquerque, NM 87110
505-291-8585 ofice 505-291-0758 fax
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