Phillip Bollin, CFP®
President, Owner and CERTIFIED FINANCIAL PLANNER™ at Bollin Wealth Management LLC- Claim this Profile
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Bio
Scott Ballard
On very short notice, Phillip Bollin was tapped to instruct BUAD 3040 at the University of Toledo, a course considered by some to be one of the most difficult for students attending the College of Business and Innovation. He was an absolute pleasure as an instructor and regularly displayed his obvious brilliance in the area of Finance, along with his genuine good nature. He often used examples from his extensive real world experience to make key concepts more obtainable. I learned numerous useful concepts that I was able to apply immediately to my personal and business finances. Always approachable, he is authentic when he says,
Deborah Finch
Phil is a dedicated, very smart financial planner who is excellent at handling even the most challenging clients (e.g., my dad). He understands the markets and how to develop plans to maximize his clients' wealth in a way that is most comfortable for them yet still is solid financially. I highly recommend Phil to anyone who wants a smart financial planner to help them maximize their wealth.
Scott Ballard
On very short notice, Phillip Bollin was tapped to instruct BUAD 3040 at the University of Toledo, a course considered by some to be one of the most difficult for students attending the College of Business and Innovation. He was an absolute pleasure as an instructor and regularly displayed his obvious brilliance in the area of Finance, along with his genuine good nature. He often used examples from his extensive real world experience to make key concepts more obtainable. I learned numerous useful concepts that I was able to apply immediately to my personal and business finances. Always approachable, he is authentic when he says,
Deborah Finch
Phil is a dedicated, very smart financial planner who is excellent at handling even the most challenging clients (e.g., my dad). He understands the markets and how to develop plans to maximize his clients' wealth in a way that is most comfortable for them yet still is solid financially. I highly recommend Phil to anyone who wants a smart financial planner to help them maximize their wealth.
Scott Ballard
On very short notice, Phillip Bollin was tapped to instruct BUAD 3040 at the University of Toledo, a course considered by some to be one of the most difficult for students attending the College of Business and Innovation. He was an absolute pleasure as an instructor and regularly displayed his obvious brilliance in the area of Finance, along with his genuine good nature. He often used examples from his extensive real world experience to make key concepts more obtainable. I learned numerous useful concepts that I was able to apply immediately to my personal and business finances. Always approachable, he is authentic when he says,
Deborah Finch
Phil is a dedicated, very smart financial planner who is excellent at handling even the most challenging clients (e.g., my dad). He understands the markets and how to develop plans to maximize his clients' wealth in a way that is most comfortable for them yet still is solid financially. I highly recommend Phil to anyone who wants a smart financial planner to help them maximize their wealth.
Scott Ballard
On very short notice, Phillip Bollin was tapped to instruct BUAD 3040 at the University of Toledo, a course considered by some to be one of the most difficult for students attending the College of Business and Innovation. He was an absolute pleasure as an instructor and regularly displayed his obvious brilliance in the area of Finance, along with his genuine good nature. He often used examples from his extensive real world experience to make key concepts more obtainable. I learned numerous useful concepts that I was able to apply immediately to my personal and business finances. Always approachable, he is authentic when he says,
Deborah Finch
Phil is a dedicated, very smart financial planner who is excellent at handling even the most challenging clients (e.g., my dad). He understands the markets and how to develop plans to maximize his clients' wealth in a way that is most comfortable for them yet still is solid financially. I highly recommend Phil to anyone who wants a smart financial planner to help them maximize their wealth.
Credentials
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Zoe Certified Financial Advisor
Zoe FinancialApr, 2022- Oct, 2024 -
National Association of Personal Financial Advisors
National Association of Personal Financial AdvisorsJun, 2020- Oct, 2024 -
Certified Financial Planner™
CFP BoardOct, 2008- Oct, 2024
Experience
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Bollin Wealth Management LLC
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United States
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Financial Services
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1 - 100 Employee
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President, Owner and CERTIFIED FINANCIAL PLANNER™
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Nov 2004 - Present
Bollin Wealth Management is a fee-only financial planning and investment advisory services firm located in the Toledo suburb of Perrysburg, Ohio, that provides comprehensive wealth management solutions, Founded in 2004 by Phillip Bollin, a CERTIFIED FINANCIAL PLANNER™, to provide best-in-class financial planning services with a fiduciary focus. He accomplished this by marrying the best practices of financial planning with the problem-solving methodology he learned in his career as an engineer. He’s passionate about guiding clients to be better stewards of their financial resources. Whether you need an independent financial planner to help you determine whether you are on the right track, or you require more “hands-on” help from a Registered Investment Advisor, the professionals at Bollin Wealth Management have the expertise to help you achieve all of your financial goals. We understand that today’s economic and financial environment is more complicated and confusing than ever. We believe that financial advice is best given in an environment that is truly independent and free from conflicts of interest. We work strictly on a fee-only basis, so you can be sure that our advice and recommendations are objective and solely in your best interest. To schedule a meeting, call (419) 878-3934 or email phil@bollinwealth.com. -- Bollin Wealth Management, LLC is a fee-only Registered Investment Advisor, registered in the states of Ohio and Michigan. There are no warranties, expressed or implied, as to the accuracy, completeness, or results obtained from any information posted on this or any 'linked' website. Show less
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Bowling Green State University
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United States
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Higher Education
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700 & Above Employee
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Adjunct Faculty Instructor Finance Department
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Aug 2018 - May 2023
Taught the Retirement Planning and Employee Benefits and Capstone courses for the Certified Financial Planner certification program offered by the Finance Department at Bowling Green State University. Taught the Retirement Planning and Employee Benefits and Capstone courses for the Certified Financial Planner certification program offered by the Finance Department at Bowling Green State University.
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Zeiders Enterprises, Inc.
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United States
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Individual and Family Services
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500 - 600 Employee
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On-Demand Personal Financial Counselor
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Mar 2013 - Apr 2019
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The University of Toledo
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Higher Education
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700 & Above Employee
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Part-time Adjunct Finance Instructor - College of Business and Innovation
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Jan 2016 - Jan 2018
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UBS Financial Services
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United States
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Financial Services
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1 - 100 Employee
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Financial Advisor
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Jun 2002 - Nov 2004
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Root Learning
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United States
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Account Manager
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2000 - 2002
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PricewaterhouseCoopers
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1 - 100 Employee
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Sr. Consultant
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1998 - 2000
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Ernst & Young Consulting
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Bahamas
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Business Consulting and Services
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700 & Above Employee
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Sr. Consultant
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1997 - 1998
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EDS
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Brazil
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Commercial and Industrial Machinery Maintenance
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1 - 100 Employee
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Engineering Systems Engineer
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1993 - 1997
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Ingersoll Rand
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United States
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Industrial Machinery Manufacturing
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700 & Above Employee
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Sales
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1993 - 1994
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Procter & Gamble
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United States
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Manufacturing
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700 & Above Employee
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Co-op
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1991 - 1992
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Education
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1997 - 2000
University of Michigan - Stephen M. Ross School of Business
MBA, Business Administration, Finance, Strategy -
1989 - 1993
University of Detroit Mercy
Bachelor's degree, Electrical Engineering -
2006 - 2008
Boston University
Certified Financial Planner Certificate Program, Financial Planning and Services -
1985 - 1989
St. John's Jesuit High School & Academy
Community
