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Dr. Barry Bolker helps you achieve financial peace of mind through an integrated, holistic approach that considers your goals, lifestyle, and assets. As both a CERTIFIED FINANCIAL PLANNER™ (CFP^®) Professional and a Registered Investment Advisor with the State of California, he has a fiduciary duty to put your needs and interests first. He provides objective guidance and does not sell any products, nor does he charge a percentage of your assets or take assets under management. Dr. Bolker helps educate and empower you to understand your financial choices and manage your assets. Dr. Bolker will help you with your investment decisions. Since he does not take assets under management, there is no minimum account size required. His assistance is available to everyone; people from all walks of life and income brackets can benefit from his cost-effective financial planning and advice. He assists you with your financial concerns. Working on either an hourly basis or for a fixed cost per project, his fees are based only on the amount of time spent analyzing your situation and meeting with you to provide recommendations. You decide how much service and advice you need. Whether you need a full financial plan or just a few hours of advice on a specific concern, Dr. Bolker can provide you with expert guidance.
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Dr. Barry Bolker helps you achieve financial peace of mind through an integrated, holistic approach that considers your goals, lifestyle, and assets.

As both a CERTIFIED FINANCIAL PLANNER™ (CFP^®) Professional and a Registered Investment Advisor with the State of California, he has a fiduciary duty to put your needs and interests first. He provides objective guidance and does not sell any products, nor does he charge a percentage of your assets or take assets under management.

Dr. Bolker helps educate and empower you to understand your financial choices and manage your assets.

Dr. Bolker will help you with your investment decisions. Since he does not take assets under management, there is no minimum account size required. His assistance is available to everyone; people from all walks of life and income brackets can benefit from his cost-effective financial planning and advice.

He assists you with your financial concerns. Working on either an hourly basis or for a fixed cost per project, his fees are based only on the amount of time spent analyzing your situation and meeting with you to provide recommendations. You decide how much service and advice you need. Whether you need a full financial plan or just a few hours of advice on a specific concern, Dr. Bolker can provide you with expert guidance.

Home • Services • About Us • Contact