Daniel Bloom, Certified Social Security Advisor
Daniel Bloom
Lead Planner/Partner, Jentner Wealth Management
Professional Profile
Meet Daniel Bloom, a distinguished Lead Planner and Partner at Jentner Wealth Management in Akron, Ohio. With over 25 years of experience as a wealth advisor to high-net-worth individuals, Daniel is dedicated to crafting tailored financial strategies that align seamlessly with your unique goals and legacy aspirations. His expertise encompasses sophisticated investment management, tax optimization, and comprehensive estate planning, ensuring your wealth is preserved and grown effectively.
Daniel Bloom has earned the National Social Security Advisor (NSSA®) certification, demonstrating advanced expertise in Social Security claiming strategies.
As a respected professional in the field, Daniel offers proactive and fiduciary advice to navigate the complexities of significant wealth. His commitment to excellence and client-focused approach have garnered him a reputation as a trusted expert in the industry. When he’s not delivering exceptional financial guidance, Daniel enjoys traveling with his wife to visit their three children across the nation and indulging in a round of golf whenever he can. Choose Daniel Bloom as your financial partner and experience the difference a knowledgeable and reliable advisor can make for your future.
Contact Daniel
How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.