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Rick Bloom, CLU®, ChFC®, RICP®, CFP®

Rick Bloom, CLU®, ChFC®, RICP®, CFP®

Rick Bloom Financial

Education and Training:

  • BA Accounting, Queens College (CUNY)
  • CLU® - Chartered Life Underwriter
  • ChFC® - Chartered Financial Consultant
  • RICP® - Retirement Income Certified Professional
  • CFP® - Certified Financial Planner

Specialized Services Offered:

  • Personal Financial Planning
  • Business Continuation Planning
  • Estate and Retirement Planning
  • Distribution Planning

Community, Charitable or Professional Organizations/Associations:

  • Member, Financial Planning Association
  • Volunteer, Multiple Sclerosis Society


Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.