Charlie Bolognino, CFP®, ChFC® Side-by-Side Financial Planning, LLC

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About Charlie Bolognino, CFP®, ChFC®

Hi – I’m Charlie. It’s my mission to help people live a better life today and tomorrow through financial planning. I specialize in helping emerging and growing households figure out their money so that they are freed up to enjoy life more and worry about money less. Learn more about how I partner with clients at www.sidebysidefinancial.com.

Your Better Future Awaits!

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Ideal Clients

  • Gen Y/Millennials
  • Parents
  • Retail Professionals

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly

Fee Options

  • Monthly Fee: $125+/month + upfront fee $950+
  • Hourly Fee: $190/hr

SEC Records

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