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James Bloomer CFP®

Owner, Bloomer Financial Planning LLC

Professional Designations


  • Licensed as Registed Investment Advisor in the State of Pennsylvania (ID #309080)

Formal Education

  • 1983 – Dartmouth College

  • 1989 – Kellogg Graduate School of Management at Northwestern University (Masters in Finance)

Business Background

  • May 2020 – Present, Bloomer Financial Planning LLC

  • 1989 – 2019, Hewitt Associates, Partner and Market Leader (Hewitt was acquired by Aon Corporation in 2010)


  • Married to my best friend in the world with two grown children

  • Live in Doylestown, Pa. in the former "Moose Lodge"

  • Love to be outside and on the water or in the mountains

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