Phil Bolan Discusses Financial Wellness Month and Budgeting Tips 00:10:00
Phil Bollin, Certified Financial Planner™, MBA. In 2004, I founded Bollin Wealth Management to provide clients with best-in-class financial planning solutions with a fiduciary focus. I accomplished this by marrying the best practices of financial planning with the problem-solving methodology I learned in my career as an engineer. In 2008, I earned the Certified Financial Planner™ designation to augment our firm’s financial planning competencies.
