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 a financial planning case consultant for Bolotin Financial Group. Brian joined Bolotin Financial in November 2007 and works directly with founder Alan Bolotin in designing and implementation of various financial strategies. Brian’s primary focus is servicing investment accounts and retirement plans of clients.
Brian has worked in the financial services industry for the past 12 years. He holds the Series of 7 license for all general securities, Group Life, Health License and is also registered as an IAR (Investment Advisor Representative). In addition to his licenses, Brian holds the CERTIFIED FINANCIAL PLANNER™ certification.
Brian brings a diverse background in the areas of practice management and personal financial strategies, equipping him to assist our clients in servicing their retirement plans and investment portfolios.
Brian received his BA in Biology from Harvard University. He enjoys the outdoors – camping, hiking, fishing, -and all sports. Having lived for 12 years in Paris, France, he speaks French fluently and has an affinity for French cuisine and Bordeaux wines.
He and his wife Adrienne have been happily married for 30 years. Furthermore, their two children live and work in the Boston area.
