Senior Wealth Advisor@ Mariner Wealth Advisors
Saint Paul, Minnesota, United States
Tony Bolstorff, CFP®
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Arizona State University
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Tell me more about Tony Bolstorff, CFP®?
FlashIntel GPTTony Bolstorff, CFP(r) is a highly experienced financial advisor with 17.7 years of work experience. He specializes in estate planning, portfolio management, retirement planning, and investments. Based in the United States, Tony is currently working at Mariner Wealth Advisors, a national wealth advisory firm. He is dedicated to helping clients navigate their financial future and chart the course to achieve their financial goals. Tony's expertise and commitment make him a valuable asset to the firm.
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Emails and Phone Numbers
About
Mariner Wealth Advisors is a national wealth advisory firm. Our mission is to help clients and their families navigate their financial future, charting the course to achieve their financial goals today, tomorrow and for years to come. Simply put, we exist to be advocates. We believe everyone can benefit from professional advice and, as our clients’ advocate, we help them make informed financial decisions so they can live a fulfilling life.
Work Experience
Senior Wealth Advisor
Financial Services
Tony Bolstorff, CFP®'s Professional Milestones
- Senior Integrated Wealth Advisor (2008-03-01~2018-06-01): Provided comprehensive financial advice and analysis to clients, contributing to their financial stability and long-term success.
- Senior Wealth Advisor (2018-06-01~): Guided clients through various financial challenges, maximizing their financial resources and maximizing their wealth potential.
Education
Education,
Master Of Education,
Masters,
Higher Education
2001-2003Skill
Estate Planning
Portfolio Management
Retirement
Retirement Planning
Investments
Investment Advisory
Philanthropy
Tax Advisory
Microsoft Office
Microsoft Dynamics Crm
Salesforce.com
Wealth Management
Financial Advisory
Insurance
Strategic Planning
Financial Planning
Leadership
High Net Worth Individuals
Customer Service
Public Speaking
Management
Certification
Colleagues
Joseph Holberg
Founder | Author
Chase Allen
Data Engineer | Founder @ Pipelinx.io
Marty Bicknell
Founder | Chief Executive Officer | President
Tim Connealy
cfo at mariner wealth advisors
Scott Sims, MBA
financial advisor | wealth management | cpa advisor | retirement planning | ceo
Other Named Tony Bolstorff, CFP®
Frequently asked questions
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We found 2 Tony Bolstorff, CFP®'s phone numbers
Tony Bolstorff, CFP®'s social media include: Linkedin,
Tony Bolstorff, CFP® works for Mariner Wealth Advisors
Tony Bolstorff, CFP®'s role in Mariner Wealth Advisors is Senior Wealth Advisor
Tony Bolstorff, CFP® works in the industry of Financial Services
Tony Bolstorff, CFP®'s colleagues are Joseph Holberg,Chase Allen,Marty Bicknell
Tony Bolstorff, CFP®'s latest job experience is Senior Wealth Advisor at Mariner Wealth Advisors
Tony Bolstorff, CFP®'s latest education in Arizona State University
