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.