Ethan Rosenbloom, CFP®
Ethan is a Wealth Advisor at Alera Group Wealth Services, partnering with his father, Eric Rosenbloom. The two work closely with clients assisting in all aspects of their financial lives. Ethan brings extensive expertise in building customized financial plans and takes pride in guiding clients towards achieving their goals and enjoying a meaningful retirement.
Ethan started with the team in 2017 as a Financial Planning Analyst, delivering individual financial strategies across a holistic range of disciplines: debt management, savings strategies, investment planning, tax and estate planning, asset protection, and retirement accumulation and distribution.
Prior to joining the firm, Ethan spent three years at Discovery Group, a micro-cap, long-only fund. While at Discovery, Ethan led the firm’s accounting, compliance, and operations efforts.
Education: B.S. in Finance, Indiana University’s Kelley School of Business
Credentials: Certified Financial Planner™ (CFP®)
Investment Advisory Services offered through Alera Investment Advisors, LLC. Securities offered through Triad Advisors, LLC., Member FINRA/SIPC. Triad Advisors LLC is separately owned and other entities and/or marketing names, products or services referenced here are independent of Triad Advisors.