BOLT Wealth Management LLC

Paul Herrick is a financial advisor at BOLT Wealth Management LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at BOLT Wealth Management since 2017. Prior to that, he was affiliated with Principal Securities, Inc., Princor Financial Services Corp, and Principal Life Insurance Company from 2010 to 2017. Herrick is also involved in selling disability, health, and life insurance through various carriers. BOLT Wealth Management LLC is a team-based registered investment adviser serving individuals, small businesses, and retirement plan sponsors. The firm provides customized financial planning, portfolio management, retirement-plan advice, educational workshops, and tax preparation, managing approximately $41.3 million for about 121 clients, with a focus on nondiscretionary portfolio supervision and integration of insurance and tax services.

Brian Traverso is a financial advisor at BOLT Wealth Management LLC with 19 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining BOLT Wealth Management in 2017, he worked at Roush Investments, LLC. Outside of his advisory role, he owns a tax preparation and notary business and is a licensed independent insurance agent. BOLT Wealth Management is a small team-based registered investment adviser serving individuals, small businesses, and retirement plan sponsors. The firm provides customized financial planning, portfolio management, retirement-plan advice, educational workshops, and tax preparation, managing approximately $41.3 million for around 121 clients.

Jack Holland is a financial advisor at BOLT Wealth Management LLC in Brentwood, CA. He holds a Series 65 designation and has been with the firm since 2025. Prior to his advisory role, he worked in education and other fields including positions at Liberty Union School District, Grand Canyon University, and Gold Coast Appliance Repair. BOLT Wealth Management LLC is a team-based registered investment adviser serving individuals, small businesses, and retirement plan sponsors. The firm provides customized financial planning, portfolio management, retirement-plan advice, educational workshops, and tax preparation, managing approximately $41.3 million for about 121 clients.

Noah Martinez is a Series 65 licensed advisor at BOLT Wealth Management LLC with three years of industry experience. He has worked at BOLT Wealth Management since 2022 and has held roles within the Clovis Unified School District since 2019. In addition to his advisory work, Martinez is a licensed insurance agent offering insurance products through unaffiliated issuers. BOLT Wealth Management LLC is a team-based registered investment adviser serving individuals, small businesses, and retirement plan sponsors. The firm provides customized financial planning, portfolio management, retirement-plan advice, educational workshops, and tax preparation, managing approximately $41.3 million for about 121 clients with an emphasis on nondiscretionary portfolio supervision.