Owned a retail furniture business for 22 years
Michigan State University Alumni
Loves to travel
Passionate about charitable giving
Will video conference with clients to make it easier
Howard Bolotin has been a financial services representative in San Diego since 1994 and has been involved in business management and finances for over 45 years. Having run a retail furniture business for 22 years in Pennsylvania and Ohio, Howard relates strongly to small business owners. He focuses on working with individuals and small businesses to provide strategies and solutions that help his clients to work towards their financial goals.
Howard is also a big proponent of service, both professionally and personally. He educates his clients to help lessen their worries and to help them make more informed financial decisions, by offering a professional, independent and objective viewpoint. He is also an avid supporter of Jewish Family Services, Hillel of San Diego, Moore’s Cancer Center and the Multiple Sclerosis Foundation.
Howard specializes in risk management, tax and investment strategies and distribution planning. He holds the Series 65 registration with Trilogy Capital, Inc., along with the California Life, Health, Disability and a Long Term Care License.
Preparation for retirement is extremely important, and it extends well beyond finances. That’s why you need to work on your retirement compatibility with your partner way before you stop working.
When selecting a Financial Advisor, it’s important to know they will be looking out for you and the money you worked hard for all your life. Not all financial advisors are the same. When considering a financial advisor to partner with, it’s important to know if they are fiduciaries, meaning they will be ethically obligated to work in your best interests to help you reach your goals.
Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.
Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.