David Bloom, CPA

Senior Wealth Advisor

  • What path led you to wealth management?

I started my career at a large accounting firm that was focused predominantly on tax services. It didn’t take long before I realized I wanted to help clients in more ways than just taxes and that led me to a broader wealth management career.

  • What most excites you about your work?

First, interacting with families and getting to know them on a more personal level than just a financial statement. Second, taking topics that often feel uncertain or confusing and discussing them in ways that are intended to help our clients feel comfort and peace of mind.

  • What do you enjoy most about your role at TFO Phoenix?

My role gives me a chance to interact with clients on a daily basis. I enjoy learning about who they are, where they’ve been and where they are going.

  • What personal accomplishments are you most proud of?

Once upon a time, I would have probably said a big hit in a big game, a great round of golf or becoming a CPA, but now after becoming a father, I am most proud of my wife and kids.

  • Why should families connect wealth and purpose?

Wealth without purpose is like taking a trip without directions. Wealth can bring with it a lot of responsibility, but having a plan and setting goals gives it a purpose.

  • Education and accreditations

Certified Public Accountant (CPA)
Series 65 license
B.A., Accounting, University of Arizona,

  • What do you like to do outside of work? What’s your favorite way to spend a weekend?

You’ll probably find me mowing my lawn or doing other landscaping, spending time with my family, sneaking in a round of golf or catching up on a movie.

Colleague work-from-home policy

03/16/2020 - Two of our core values at TFO Phoenix are "Care" and "Do The Right Thing". One of the best ways we can live those values today is to keep our team safe and healthy so we can continue to help clients through these unusual times. To that end, TFO Phoenix will be implementing a work-from-home policy until at least April 10th. Over the past several years TFO Phoenix has invested heavily in technology and processes designed to allow our people to serve clients effectively no matter where we are located. This will continue to provide our people with full access to all of our firm's human and technological resources while they are working from home. As a result, we fully expect to serve our clients seamlessly during this period. If you have any questions about this policy, please do not hesitate to call or email your TFO team directly.