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Charlie Bolognino (CFP®, ChFC®)

Charlie Bolognino focuses in the
following client markets or areas of practice:

  • Generation X
  • Hourly
  • Investment Advice without Ongoing Management
  • Middle Income Client Needs
  • Millennials
  • Novice Investors

Planning Specialties

Mission:  To help you live a better life today and tomorrow through financial planning

Our desire for clients is that they will, with confidence in their financial plan, be freed up to enjoy life more and to think about money less. We’ll invest time together setting goals for you and your family, identifying any dollars needed to achieve those goals, and setting a course to get you there.

Specialities:  Generations X & Y, Consumer Packaged Goods and Retail professionals

Additional Information

Charlie began his work in financial planning in 2008 when he founded Side-by-Side Financial Planning, LLC.  Since then, he has been equipping and empowering people with the resources they need “to live a better life today and tomorrow through financial planning”.

Charlie graduated from Hillsdale College in Michigan with a degree in Business Administration Finance and a minor in Psychology.  He earned the Chartered Financial Consultant (ChFC®) financial planning designation from the American College and he is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional.

He’s given financial seminars at the University of Northwestern and St. Catherine University.  In addition, he has facilitated the Financial Peace University program at local churches.

He and his wife, Rachel, keep busy raising four daughters.

 

NAPFA Start Date

January 19, 2017

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

3235 Fernbrook Ln N Plymouth, MN 55447-5325 Phone: (763) 202-5273
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