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Chris Costello, certified financial planner and co-founder of Blooom, addresses an epidemic problem between money and young-minded individuals with Heather Wagenhals, personal finance expert and the executive producer of the UnlockYourWealthRadio.com. Chris shares his expertise and the unique approach of using a flower to analyze a 401(k) for his clients at Blooom. This a web-based company is unlike any other in the financial industry. Their mission is "to help young clients with their most important financial decision – the investment allocation of their company 401k", offering young entrepreneur's the financial advice they need at an affordable rate.
"Think of us as the Navy SEALs of 401ks – nobody gets left behind. Nobody." ~Blooom
As a registered investment advisor, Chris has managed over $500 million for clients in and around the retirement age. Chris continues to build his portfolio, and wealth for clients, as a certified financial planner. Tune in to hear more from Chris and his expertise on building actual models used to generate 401k recommendations.
The Unlock Your Wealth Radio, a personal finance radio show specializing in a unique brand of financial literacy, airs every Friday morning at 9AM PST on the Libsyn platform http://UnlockYourWealthRadio.com.
There has been much buzz over the rise and asset gathering abilities of so called "robo-Advisors". Today, Chris Costello Co-Founder and CEO of Blooom joins me to chat about how his firm is managing your 401k balance on-line. Blooom has been the focus of content from Fast Company to Forbes, and from Business Insider to Barron's.
Chris and I will discuss the genesis and evolution of the platform and what Advisors should know about Blooom.
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