Matthew Bloom, CFP, CRPS

Matt Bloom is a Financial Advisor with the Stude Bloom Wealth Management Group of Wells Fargo Advisors. Please visit our site at www.studebloom.com Matt develops custom investment plans for clients ranging from millennial age to baby boomers. A custom investment plan with him can include, but is not limited to, retirement, education, insurance, wealth transfer and estate planning strategies, and incorporates a tax efficient approach. Matt has a genuine interest in learning about people, from understanding how they got to where they are today, to what they want out of the rest of their life. He attributes his success to this inherent quality and strives to be more than a financial advisor - his goal is to be a trusted confidante. Matt began his career as a forensic accountant for a global consulting firm, where he investigated matters involving financial theft, bribery, and corruption. Prior to joining Wells Fargo Advisors, Matt was a Manager in the Financial Advisory Services practice of a Big 4 accounting firm in Washington, D.C. Matt is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Retirement Plan SpecialistSM. He is a graduate of the University of Florida where he earned his bachelor's degree in Finance. He holds Series 7 and Series 66 registrations and is licensed in insurance. He enjoys cycling, is an avid sports fan, and loves spending time outdoors. Matt lives with his wife, two sons, and rescue pup in Greenwood Village.