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Percy B
CFP®, Series 63
Pasadena, CA
Percy E. Bolton Associates, Inc.
Percy Bolton is the principal of Percy E. Bolton Associates, Inc. in Pasadena, CA, holding CFP® and Series 63 credentials with 17 years of industry experience. He has led his independent firm since 1986. The firm is a fee-only registered investment adviser providing holistic financial planning and investment consulting to individuals, families, and non-profit sponsors of tax-exempt funds. It employs a structured seven-step planning process and uses SEI portfolio models to develop tailored investment proposals, operating on a non-discretionary basis that requires client approval for transactions.
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