Percy Bolton is a high-skilled professional, who works in Financial Planning Association (Fpa) main office of which is in 3. on the position of Board Member since 1990. This person has earned professional experience in more than four positions at various companies. Percy Bolton went to the University of California, Los Angeles and received education from 1967 to 1980. This person has such professional qualifications as Cfp Board of Standards and Certified Financial Plannertm. Pasadena, California is the area, where this professional was known to settle. Percy Bolton's phone number and email can be accessed through SoftwareOfficial by request.
Name variants:
Percival Bolton
Last updated Jun 12, 2024
Contact Information
Last Update
Jul 5, 2022
Email
pe**@percybolton.com, je**@sbcglobal.net
Location
Pasadena, CA
Workplace
Colleagues
Work History
Board Member
1290 Broadway SUITE 1625, Denver, CO 80203
1990 — Sep 2000
Founder and Managing Associate
Founder and Managing Associate at Percy E. Bolton Associates, Inc.
from Nov 1, 1986
Independent
6465 south East Pl SUITE 200, Salt Lake City, UT 84108
Provided Strategic Investment Planning for Institutional and High Net Worth Clients. Designed Investment policy statements, asset allocation studies, manager selection and searches, performa...
Sep 1980 — Nov 1986
Education
Occupations
Executive
Board Member
Accountant
Finance and Accounting Specialist
Founder
Supporting Member
Management Team Executive
Operations Manager
Accounting Bookkeeper
Bookkeeper
Founding Member
Chief Executive
Team Member
Skills
Leadership
Management
Social Media
Investments
Public Speaking
Finance
Asset Allocation
Strategic Planning
Retirement Planning
Financial Planning
FAQs about Percy Bolton
What's the main profession of Percy Bolton?
This professional's job is Board Member
What are the main profession of The professional?
These person's professions are Executive and Board Member
Where does Percy Bolton live?
Pasadena, California is the place where Percy Bolton currently lives
What is Percy Bolton's email?
The professional's email is pe**@percybolton.com and je**@sbcglobal.net.
Where did Percy Bolton work?
The professional worked at Financial Planning Association (Fpa), Percy E Bolton Associates.
What education does Percy Bolton have?
Percy studied at the University of California, Los Angeles from 1967 to 1980.
What are the certifications of Percy Bolton?
The expert received the following certifications: Cfp Board of Standards and Certified Financial Plannertm.
What are special skills of Percy Bolton?
This professional has skills in the following areas: Leadership, Management, Social Media, Investments, Public Speaking, Finance, Asset Allocation, Strategic Planning, Retirement Planning, and Financial Planning.