James Bloomer CFP®

​Professional Designations

• CERTIFIED FINANCIAL PLANNER™

• 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)

Personal​

• 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