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Brian Traverso, Chfc, Aif, Cpfc,...
President at BOLT Wealth Management
Financial expert with 20+ years of experience in Alternative Investments, Estate Planning, and Wealth Management.
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Location
Clovis, California, United States, US
Skills
- Alternative Investments
- Estate Planning
- Financial Advisory
- Pensions
- Retirement Planning
- Show all
Bio
Generated by
Topline AI
Brian Traverso is a seasoned financial expert with over 20 years of experience in Alternative Investments, Estate Planning, Financial Advisory, and Wealth Management. He is a President at BOLT Wealth Management and Board President at Society of Financial Service Professionals. With various certifications, including ChFC, AIF, CPFA, and Enrolled Agent, Brian provides comprehensive financial solutions to his clients.
Credentials
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Accredited Investment Fiduciary (AIF)
Fi360, A Broadridge companySep, 2020- Jun, 2026 -
CPFA (Certified Plan Fiduciary Adviser)
National Association of Plan AdvisersJan, 2016- Jun, 2026 -
Enrolled Agent
Internal Revenue ServiceMay, 2012- Jun, 2026 -
(AWMA) Accredited Wealth Management Adviser
College for Financial PlanningFeb, 2010- Jun, 2026 -
Certified Signing Agent
National Notary Association -
ChFC
The American College
Experience
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BOLT Wealth Management
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Clovis, California
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President
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Oct 2017 - Present
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Clovis, California
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Board President
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Jun 2017 - Present
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BT Notary Service
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Clovis, CA
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Notary Signing Agent
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Feb 2004 - Present
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Clovis, CA
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Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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