Financial Services Representative, Financial Planner
Financial Advisor
Tel: 781-876-4101
abolotin@bolotinfinancialgroup.com
Alan Bolotin is the founder and senior 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.
In his role as a financial services representative and financial planner, Alan continues to provide professionals, entrepreneurs, and multi-generational families with a full spectrum of financial advisory services, including retirement planning, estate conservation, protection planning, and business succession.
Alan’s client-centric focus and holistic approach to planning are evident throughout the firm and results in long-lasting and successful partnerships with his clients.
Alan aspires to be his client’s “personal CFO” and has built an expansive network and comprehensive resources that allow him to direct all the key elements that make up a client’s personal and financial portfolio. His experience, ongoing training, and expertise have earned him the prestigious designation of Accredited Investment Fiduciary, one of the most respected designations in the investment industry.
The Bolotin family has strong ties to Boston’s North Shore communities. Alan and his wife, Phyllis, have been married for 38 years and raised three children in Swampscott, MA. They are very involved in the Chabad of the North Shore and the American Israel Public Affairs Committee (AIPAC), among many other charitable organizations. In 2018, they were honored at the ALS and MS Walk for Living for their ongoing dedication, generosity, and support of the Leonard Florence Center in Chelsea, MA.
In their free time, they enjoy spending time with family and friends, traveling and golf.
