Brian Traverso
Crafting Financial Strategies for Families & Businesses
- Role
- Founding Partner at Bolt Wealth Management
- Location
- Clovis, CA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Founding Partner
Oct 2017 — Present · Clovis, CA, US
Skills
- Accredited Wealth Management Advisor
- College Savings Plans
- Iras
- Wealth Management
- High Net Worth Individuals
- Estate Planning
- Investments
- Wealth Management Services
- Retirement
- Retirement Planning
- Investment Advisory
- Asset Allocation
- Mutual Funds
- Investment Strategies
- Alternative Investments
- Certified Funds Specialist
- Series 7
- Life Insurance
- Wealth
- Chartered Financial Consultant
- Notary Public
- Signing Agent
- Financial Advisory
- Uniform Combined State Law
- 401k Rollovers
- Personal Financial Planning
- Pensions
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