Vice Presidents

Howard Bolotin, Vice President of Investments

Howard Bolotin, Senior Vice President of Investments

Howard Bolotin has been a Financial Service Representative in San Diego since 1994, and has been involved in business management and finances for over 30 years. As a Vice President with Trilogy Financial Services, he specializes in working with individuals and small businesses to provide solutions that help his clients to reach their financial goals.

Having run a retail furniture business for 22 years in Pennsylvania and Ohio, Howard relates strongly to small business owners. This rapport led him to pursue a career in the financial services industry. While some financial advisors focus on selling products, Howard focuses on solutions, specifically customizing plans to suit his clients' individual needs. He educates his clients to lessen their worries and to help them make more informed financial decisions, by offering a professional, independent and unbiased viewpoint. Howard holds the series 6, 7, 24, 63 and 65, along with the California Life, Health, Disability and Long Term Care licenses.

Howard and his wife Lori live in Carmel Valley. They have four children, Shanna, Stephen, David and Sarah. He is involved in the Juvenile Diabetes Research Foundation and has served on their Board of Directors. Howard has also served on the marketing committee and allocations committee of the San Diego United Jewish Federation. He enjoys playing bridge and is very passionate about golf.

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. 

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