Percy E. Bolton, CFP® Percy E. Bolton Associates, Inc.

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About Percy E. Bolton, CFP®, RMA

Percy Bolton is founder and managing director of Percy E. Bolton Associates, Inc. Percy has been a Certified Financial Planner ™ practitioner since 1981. Percy earned both his bachelor’s and master’s degree from UCLA in Economic History. An experienced educator, Percy served as a faculty member of the College for Financial Planning, California State College, USC, and UCLA. He has served on the Board of Directors for Glide Foundation in San Francisco, United Way of Los Angeles, The Watts/Willowbrook Boys and Girls Club, UNICEF, and Daniel Freeman Hospital. Percy is a member of Certified Planner Board of Standards (CFP Board), where he served in various capacities as a National Executive Board member. He is also a member of the Financial Planning Association (FPA) and the Retirement Income Industry Association (RIIA).

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Ideal Clients

  • Baby Boomers
  • Income Planning
  • Retirement Planning
  • Women's Finance

Ways Advisor Charges

  • Monthly Fee

Fee Options

  • Monthly Fee: $250.00 /mo

SEC Records

States Registered

  • California