Dennis P. Bloom, CPFA, CRPC®, CIMA®

Throughout his extensive career, Dennis has remained dedicated to understanding the priorities of affluent individuals and families, providing them with personalized attention and disciplined customized investment strategies. Dennis utilizes a detailed goals-based methodology to help clients identify their goals and work to build a tailored wealth management solution. Dennis sees the importance of developing a clear path to his client’s financial goals; giving his clients confidence and help them “live for today with tomorrow in mind.”

Dennis believes his role goes beyond investment management and extends to providing strategies that can give clients greater freedom to pursue the things in life they enjoy.  From the first meeting to transferring wealth across generations, clients rely on Dennis to answer any financial question, concern or need.  He enjoys serving as a financial conduit, connecting clients to insight, resources and support.

Dennis holds the Certified Investment Management Analyst® (CIMA®) designation, sponsored by the Investments & Wealth Institute™ (The Institute) at the Wharton School. He holds a Bachelor of Business Administration from Pacific Lutheran University.

Dennis resides in Olympia with his wife and their three children. He enjoys coaching baseball and in his free time you can find him on the golf course or skiing.