Goldbloom Wealth Management LLC

Steven Goldbloom is a financial advisor at Goldbloom Wealth Management LLC with 15 years of industry experience. He holds a Series 65 designation and has been with his current firm since 2009. Outside of his advisory role, Goldbloom is a speaker for Cause Based Capitalism, manages a CRM software company for insurance professionals, and provides life planning coaching as an Ambassador Level Coach for Empowered Wealth. Goldbloom Wealth Management LLC offers investment supervisory services and financial planning to individual and high-net-worth clients. The firm’s investment process is based on individualized Investment Policy Statements and combines fundamental and quantitative analysis, utilizing a range of strategies and third-party platforms to meet client objectives.

Joshua Spiegelman is a financial advisor at Goldbloom Wealth Management LLC with nine years of industry experience. He holds the Series 65 designation and has been with Goldbloom Wealth Management in various capacities since 2007. Goldbloom Wealth Management LLC provides investment supervisory services and financial planning primarily to individual and high-net-worth clients. The firm’s investment process is based on individualized Investment Policy Statements and incorporates fundamental and quantitative analysis, optimization tools, and periodic reviews, utilizing a range of strategies and third-party platforms.

Ian Fink is a financial advisor at Goldbloom Wealth Management LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at the University of Washington HFS, Whole Foods Market, InstaCart, and Shiftboard. Goldbloom Wealth Management LLC provides investment supervisory services and financial planning primarily to individual and high-net-worth clients. The firm’s investment approach centers on individualized Investment Policy Statement-driven portfolio construction using fundamental and quantitative analysis, with access to third-party money managers and a range of investment strategies.

David Gearring is a financial advisor at Goldbloom Wealth Management LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at E*Trade Securities LLC from 2009 to 2016 before joining Goldbloom Wealth Management. Goldbloom Wealth Management LLC provides investment supervisory services and financial planning primarily to individual and high-net-worth clients. The firm’s investment approach is based on individualized Investment Policy Statement-driven portfolio construction using fundamental and quantitative analysis, and it employs a range of strategies including mutual funds, ETFs, individual securities, and option strategies.

Eric Williams is a Series 65 licensed advisor at Goldbloom Wealth Management LLC with three years of industry experience. He has worked at Goldbloom since 2021 and has prior experience at Ohana Fiduciary Corporation and Whitford Law Offices. Goldbloom Wealth Management LLC provides investment supervisory services and financial planning primarily to individual and high-net-worth clients, using an IPS-driven approach that incorporates fundamental and quantitative analysis, optimization tools, and periodic portfolio reviews. The firm also facilitates access to third-party money managers and sponsor-supported programs while managing discretionary accounts and IRA rollovers.