Vice President and Chief Administrative Officer
Daniel Bloom is dedicated to providing comprehensive advice covering all areas of your financial life.
• Personal financial planning
• Investment management
• Social security planning
• Risk management and insurance planning
Daniel manages financial-planning activities for clients of Jentner Wealth Management. His areas of expertise include retirement planning, estate planning, risk management and insurance, tax planning, charitable gift planning, cash-flow planning, Social Security planning, education planning, business succession planning, and legacy planning.
Daniel began his career with American Express Financial Advisors and later worked as a Vice President of Investments for JPMorgan Chase. In 2009, Daniel founded Living Well Financial Group, a financial services firm dedicated to providing comprehensive financial advice. Daniel desired to join a fee-only wealth-management firm and became part of the Jentner team in 2014.
Daniel is a member of the Akron Estate Planning Council and the Financial Planning Association and is on the Professional Advisor Council for the Akron Community Foundation. He also volunteers his time to serve on the Board of Trustees for Community Vineyard Church in Northeast Ohio and is a member of Clear Fork River Chapter of Trout Unlimited, which is dedicated to conserving, protecting, and restoring Ohio’s coldwater fisheries and their watersheds.
Daniel became a CFP® practitioner in 2009, a National Social Security Advisor (NSSA) certificate holder in 2014, and a Certified Exit Planning Advisor (CEPA) in 2022. He holds a Bachelor of Arts degree in business administration from Malone University.