Alera Group, Inc.

Ethan Rosenbloom, BFA™, CFP®

Wealth Advisor
Photo of Ethan Rosenbloom

Ethan is an Advisor at Alera Group Wealth Services, partnering with his father, Eric Rosenbloom. The two work closely with clients assisting in all aspects of their financial lives. Ethan brings extensive experience in building customized financial plans and takes pride in guiding clients towards achieving their goals and enjoying a meaningful retirement.

Ethan started with the team in 2017 as a Financial Planning Analyst, delivering individual financial strategies across a holistic range of disciplines: debt management, savings strategies, investment planning, tax and estate planning, insurance planning, and retirement accumulation and distribution.

Prior to joining the firm, Ethan spent three years at a micro-cap hedge fund, where he led the firm’s accounting, compliance, and operations efforts.

Education: B.S. in Finance, Indiana University’s Kelley School of Business

Credentials: Behavioral Financial Advice (BFA™), Certified Financial Planner™ (CFP®)

Investment advisory services offered through Alera Investment Advisors, LLC. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

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    Alera Group, Inc. is aware that there are persons fraudulently impersonating our company by using fake internet domains that appear to look like our legitimate services. If you are contacted by someone claiming to work for Alera Group, or any of our partners, please carefully review the email address and domain. If you have a relationship with our company, please contact us directly and not through any information that is provided in such an email. Please be extremely careful in responding to such emails with personal and financial information, sharing passwords, or any other information of value. Alera Group, or any of our partners, will never send ACH instructions via email and thus we strongly recommend that you verify the authenticity of each wire transfer request by calling your Alera Group contact using the number you have previously called.