Team
Bolotin Financial is 100 percent dedicated to helping clients define their financial freedom. Bolotin Financial helps clients define and achieve a variety of life goals along the way. The firm’s focus on the “three P’s” – passion, process, and people – means that they concentrate their efforts on problem-solving, not product-pushing.
Alan C. Bolotin, CLU®, CHFC®, AEP, AIF®
Financial Services Representative, Financial Planner
Financial Advisor
Tel: 781-876-4101
abolotin@bolotinfinancialgroup.com
Alan Bolotin is the founder and financial planner of The Bolotin Financial Group. An established financial professional with more than 25 years’ of financial advisory experience Alan’s leadership and dedication to client service is the driving force behind The Bolotin Financial Group’s success and growth.
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Jared Bolotin
Financial Services Representative, Financial Planner
Special Care Planner
Tel: 781-876-4171
jbolotin@bolotinfinancialgroup.com
Jared Bolotin is a partner and financial planner at The Bolotin Financial Group. Since merging his practice with Bolotin Financial, Jared has been overseeing the firm’s rapidly expanding healthcare practice. Under his leadership, Jared and Alan Bolotin have built a national presence with practices across the country.
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Brian Scanlon, CFP®, CPFA®
CERTIFIED FINANCIAL PLANNER™ Professional, Financial Services Representative, Financial Advisor
Financial Planning Case Consultant
Tel: 781-876-4107
bscanlon@bolotinfinancialgroup.com
Brian Scanlon, CFP® serves as the financial planning case consultant for The Bolotin Financial Group. Brian joined Bolotin Financial in November 2007, and works directly with founding partner Alan Bolotin in the design and implementation of various financial strategies. Brian’s primary focus is on servicing investment accounts and retirement plans for the firm’s clients.
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Micah Bolotin, CPFA®
Financial Services Representative, Financial Planner
Financial Advisor
Tel: 781-876-4120
mbolotin@bolotinfinancialgroup.com
Micah Bolotin is a partner and financial planner at The Bolotin Financial Group. Micah is a trusted advisor to his individual and corporate clients, providing a broad range of financial planning and advisory services.
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Chris Barrett
FINANCIAL PLANNER
Financial Planner
Tel: 781-876-4100
cbarrett@bolotinfinancialgroup.com
Chris Barrett is a financial advisor at the Bolotin Financial Group. By adopting the firm’s foundational principles and philosophies regarding its holistic-centered approach to financial planning, Chris is a valued resource to both his corporate and individual clients.
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