Senior Vice President of Wealth Management

Howard Bolotin

San Diego, CA

Risk Management

Tax Strategies & Management

Investment Planning Strategies

Saving for Retirement

Distribution Planning

Quality Client Service

EMAIL Howard

(858) 755-6696, ext. 3112

Schedule an appt

“Never stop trying. When you do is when you fail.”

Owned a retail furniture business for 22 years

Michigan State University Alumni

Loves to travel

Lifelong golfer

Passionate about charitable giving

Will video conference with clients to make it easier

Get to Know Howard

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.

Featured in the News

$2B Trilogy Group Transitions From NPH to LPL

Trilogy Financial, formerly part of the National Planning Holdings network bought by LPL Financial in August, says it will affiliate ...

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Insights & Blogs

The FIRE Movement – Is It For You?

FIRE (Financial Independence, Retire Early) is trending as a new financial lifestyle. FIRE promotes extreme savings in your 20s, 30s and 40s, with the goal of being able to live off passive income from the accumulated nest egg much earlier than typical retirement age.

Retirement Compatibility

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.

What Are Your Retirement Values? Defining Success for Life’s Victory Lap

Retirement is the final chapter to solidify your life’s success. How that looks, though, is entirely up to you.

A New Era, A New Definition for Debt

Millennials are different than previous generations, including their relationship with debt. Many millennials are struggling under large debt which slows down their ability to build toward their financial independence.

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Experience the Trilogy Difference

We believe that real Life Planning is progress, not perfection.

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.