Planner Phillip Bollin is a eficient professional, working in Zeiders Enterprises, Inc main office of which is in 100. as a On-Demand Personal Financial Counselor from 2013. This person gained professional experience in more than 11 positions at various companies. Planner Phillip Bollin went to the Boston University and was studying there from 2006 to 2008. Planner Phillip Bollin has professional qualifications: Certified Financial Planner™, Cfp Board, License 138689, and License 138689. Toledo, Ohio is the city, where the professional was lastly known to be located. The person's contacts can be accessed through SoftwareOfficial by request.
Name variants:
Planner Bollin
Last updated Jun 11, 2024
Contact Information
Last Update
Aug 1, 2022
Email
ph**@bollinwealth.com
Location
Toledo, OH
Company
Zeiders Enterprises, Inc.
Workplace
On-Demand Personal Financial Counselor
Work History
On-Demand Personal Financial Counselor
2750 Killarney Dr SUITE 100, Woodbridge, VA 22192
Mar 2013 — Apr 2019
Part-Time Adjunct Finance Instructor - College of Business and Innovation
2801 west Bancroft St, Toledo, OH 43606
Jan 2016 — Jan 2018
President, Certified Financial Plannerâ
Bollin Wealth Management provides comprehensive wealth management solutions for all of your needs. Whether you need an independent financial planner to help you determine whether you are on ...
from Nov 1, 2004
Education
2006 — 2008
1989 — 1993
1985 — 1989
1985 — 1989
Occupations
Executive
Chairperson
Financial Broker
Certified Financial Planner
Financial Consultant
Accountant
Finance and Accounting Specialist
Professor
Adjunct Instructor
Instructor
Pedagogue
Chief Executive
Puchasing and Estimating Manager
Financial Manager
Financial Services Professional
Financial Services Sales Agent
Accounting Bookkeeper
Bookkeeper
Lecturer
Postsecondary Teacher
Skills
Wealth Management
Strategic Financial Planning
Retirement Planning
Investments
Finance
Portfolio Management
Financial Advisory
Management
Leadership
Wealth
Financial Services
Personal Finance
Investment Strategies
Financial Planning
Small Business
Strategic Planning
Retirement
Investment Advisory
Investment Management
Management Consulting
Estate Planning
Asset Allocation
Financial Planners
Wealth Management Services
Mutual Funds
Public Speaking
401K Rollovers
529 Plans
Roth Ira
College Savings Plans
Retirement Savings
Retirement Plan Consulting
Simple Ira
Sales
Customer Service
Investment Selection
401K
Securities
Retirement Income Strategies
Wealth Preservation Strategies
Comprehensive Wealth Management
Sep
Profit Sharing
Wealth Transfer Planning
Buy Sell Agreements
Retirement Services
Key Person Insurance
Qualified Retirement Plans