Jodi Bloom is a nationally recognized college-funding and retirement authority, Certified College Funding Specialist (CCFS®), and co-founder of Cornerstone College & Wealth Solutions. Her mission is to educate and guide families through life’s most important financial decisions and milestones. Through her years of experience, Jodi has guided hundreds of families through every stage of the college journey, helping them to reduce the cost of higher education by maximizing need-based and/or merit-based aid, avoiding the burden of significant debt, and paying for college without sacrificing long-term financial security and retirement objectives.

Through a collaborative, personalized approach, Jodi also designs comprehensive roadmaps that align and balance education funding, retirement planning, tax efficiency, wealth accumulation, and estate preservation—always customized to each family’s unique goals.

As a respected educator, Jodi regularly trains Certified Public Accountants (CPAs) through continuing education courses on advanced topics such as college funding strategies, retirement planning and tax mitigation. She has also been invited to speak to individuals and families by more than 65 organizations and institutions on the topics of overcoming retirement risks, making college affordable, and wealth accumulation & preservation strategies.

Passionate about financial literacy, Jodi is committed to reducing stress and demystifying the complexities of financial goals and solutions. Her mission is clear: to help families make informed, confident decisions about funding education, retirement and transferring wealth – ensuring they can live well now and for generations to come.

Jodi holds an MBA from Columbia University and is married to her husband, Jeff. She combines her professional expertise and advanced training with her personal experience as a mother of three who have successfully navigated the college journey and are now thriving in their careers. This full-circle perspective gives her deeper insight into what truly works for families facing life’s most important financial milestones. In her spare time, Jodi works with several non-profit organizations devoted to helping women and children as well as cancer patients during their difficult journey. She enjoys running, hiking, gardening and traveling.