Alan C. Bolotin

Background

About Alan C. Bolotin

Alan C. Bolotin, CLU, ChFC, AEP, AIF is a Senior Wealth Advisor focusing on retirement, estate and business succession planning. Alan has been in the financial services industry since 1992. Alan focuses on building long-term relationships with individuals, families and business owners to assist them in achieving their financial goals. He utilizes a team approach to design and implementation solution to meet each client’s objectives. Alan combines his knowledge and resources to provide solutions to many of today’s financial challenges. Alan takes a holistic approach to financial planning that begins by attentively listening to clients, asking insightful questions and subsequently building a plan based on their unique goals and objectives. His greatest enjoyment is the satisfaction of knowing that he has coordinated a strategic financial plan directed towards the realization of his client’s goals. Alan graduated from the University of Massachusetts with a degree in Finance. He resides in Delray Beach, FL and spends time in our MA office. Alan spends his free time working with various charities, spending time with family, golfing and skiing. Securities offered through DAI Securities, LLC, Member FINRA/SIPC. Advisory Services offered through Prosperity – An EisnerAmper Company. Prosperity – An EisnerAmper Company is not affiliated with DAI Securities, LLC. Prosperity - An EisnerAmper Company does not approve or endorse any third-party communications posted on LinkedIn, or any other social media, nor does it encourage any such parties to post on its behalf.