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Name
Percy Bolton
Title
Managing Associate
Bio
Percy is a Certified Financial Planner and was named to the Worth Magazine List of the Top 100 Best Financial Advisors in America several times. Mr. Bolton earned both his bachelor's and master's degree from UCLA in Economic History. For eight consecutive years beginning in 2008, Percy was selected for inclusion in the Consumers' Research Council of America's, " Guide to America's Top Financial Planners". In addition, Mr. Bolton has received his Retirement Management Analyst designation. In 2021, he was selected as Five Star Wealth Manager. He is a member of The Financial Planning Association, CFP Board of Standards, and the Investment and Wealth Institute.
