Lauren Leidner Bloom, CFP® Bloom Investment

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About Lauren Leidner Bloom, CFP®

Lauren Leidner Bloom has over 25 years of experience in the Financial Services Industry. She has always enjoyed helping people think about their financial future and then set a financial plan to match their dreams.

Bloom Investment was launched to help women at a crossroads in their life-whether you are newly divorced, widowed, single due to choice or circumstance or need professional assistance in merging finances with a new spouse, Lauren will listen to your story and craft a personalized solution.

Lauren’s strengths include compassion, confidentiality, learning the specific needs of her clients and tailoring a solution to those needs. She is a pro at translating complicated financial terms to “plain english” as well as asking the right questions.

Lauren spent 20 years working in Financial Services in Boston. Her employers including Putnam Investments, Fidelity Investments and MassMutual Retirement Plans. She has been a Certified Financial Planner® since 2004.

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Single Women
  • Widow/Widower
  • Women in Transition

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $200+/mo
  • Quarterly Fee: $600+/qtr
  • Flat Fee: $500+/engagement
  • Hourly Fee: $240+/hr
  • Assets Under Management: 0.50%

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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