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Gary Bolno

Director of Risk Management at Customized Insurance Strategies

Based in Scottsdale, United States

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Seniority

Director

Department

Finance & Accounting

Location

Scottsdale

Industry

Insurance

Company size

1

Contact information

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Email

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g•••••••@customizedinsurancestrategies.com

Phone

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Background

About Gary Bolno

For the past 30 years, Gary’s passion has been in helping his clients find insurance protection plans that are beneficial and ultimately help them to feel secure and protected. Gary grew up in a family restaurant business and went into restaurant management after graduating from Penn State. After a few short years, Gary wanted to have more of an impact on people and set out to research a new career direction. He recalls an insurance agent meeting with his parents one evening. “I listened to his ‘pitch’ and could tell he wasn’t trying to understand their needs, but rather trying to make a sale. It occurred to me then that if you are going to sell insurance products you had better be in it for the good of the client.’ As an insurance representative for Northwestern Mutual for 31 years, Gary established himself as one of Scottsdale’s premiere trusted local insurance advisors. In October of 2017, Gary made the decision to merge his practice with Summit Wealth Group in Scottsdale. This was a strategic decision providing Gary with the ability to expand his practice while maintaining a high level of service to his current clients. Gary was born and raised in Philadelphia where he met his wife, Phylis, during his senior year at George Washington High School. He says: “I am forever grateful to Mr. Vassallo for sitting us next to each other in English.” Gary is a diehard Nittany Lion fan, never missing a football game, and is passionate about golf. Gary and Phylis also enjoy traveling to new cities around the U.S, particularly New York City. Every year for their anniversary they return to NYC for their people fix. One of their favorite things to do is see a Broadway play each night during their visit. Over the years they have seen over 100 plays—and they have the Playbills to prove it!*Fixed insurance products and services offered through Summit Wealth Group or CES Insurance Agency

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