Leadership — Full Bloom Wealth
Leadership

The advisors behind the relationship.

Full Bloom Wealth is built around a small number of senior relationships — by design. The leadership team is directly accountable for the planning standard, the client experience, and the integrity of every engagement.

CEO & Principal Advisor

Soho Fini

Certified Financial Planner™ · Investment Advisor

Soho leads the firm's advisory vision, planning standard, and client relationship model. As Principal Advisor, he is responsible for the quality of decision guidance and the integrity of the planning experience across every engagement.

His work centers on the conviction that financial outcomes are determined not by individual decisions, but by the quality, sequencing, and coordination of those decisions over time.

Registered Investment Advisor · Compliance Lead

Kristian Mtetwa

Registered Investment Advisor

Kristian manages compliance, oversight, and the ongoing relationships with our affiliated and non-affiliated professional partners. His work ensures the firm's regulatory structure protects every client relationship.

He oversees the Atlas Financial relationship and the documentation and disclosure standards that keep our advisory practice clean.

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The first conversation is the best way to evaluate whether our model is the right fit — for both of us.

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Full Bloom Wealth is a financial planning and advisory firm. Investment advisory services are offered through a separate engagement with our affiliated registered investment advisor, Atlas Financial. Insurance products, when elected, may be implemented through Full Bloom Wealth acting in an agent capacity, in which case commissions may be received from carriers. Clients are not obligated to implement investments or insurance through Full Bloom Wealth. Recommendations are planning-driven and client-specific. This website is for informational purposes and does not constitute investment, tax, legal, or insurance advice. Past performance is not indicative of future results.