Open World Financial Planning
Finance · North Carolina, United States · 1-10 Employees
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Overview
Headquarters
4801 Glenwood Ave Ste 200 Pmb 275, Ralei...Phone Number
(919) 605-4174Website
www.openworldfp.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About Open World Financial Planning
Open World Financial Life Planning offers comprehensive financial planning and investment management services tailored for younger, technically-inclined clients. Founded by Ian Bloom, CFP, in 2018, the company focuses on helping passionate individuals achieve their financial goals while pursuing their interests. They provide educational resources, including workshops and a book on financial planning, to enhance financial literacy. As a fiduciary, Open World is committed to working in the best interests of its clients, ensuring accountability and ongoing support.Explore more
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Open World Financial Life Planning offers comprehensive financial planning and investment management services tailored for younger, technically-inclined clients. Founded by Ian Bloom, CFP, in 2018, the company focuses on helping passionate individuals achieve their financial goals while pursuing their interests. They provide educational resources,... Read More
