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Kevin Bloom

Senior Investment Solutions Specialist, Product Management at Cetera Financial Group

Kevin Bloom, AIF® ChFC®, has served as a Senior Investment Solutions Specialist in Product Management at Cetera Financial Group since May 2017, focusing on product management and development for advisory platforms, particularly the My Advice Architect®. Previous roles include Senior Internal Advisory Business Consultant, where Kevin led a team and designed comprehensive reports for advisory business teams, and Internal Advisory Business Consultant, assisting financial advisors in transitioning to advisory business models across several Northeastern states. Prior experience includes positions at Hartford Funds and Morgan Stanley Wealth Management, and Kevin holds a Bachelor of Arts in History and Political Science from the University of Arizona, alongside additional financial education from The American College of Financial Services and UCLA Extension.

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