Charlie  Bolognino,  CFP<sup>&reg;</sup> - Financial Advisor

Charlie Bolognino, CFP®

ChFC®,

President

Side-by-Side Financial Planning, LLC

3235 Fernbrook Ln.
Plymouth, MN 55447
FINANCIAL ADVISOR'S WEBSITE
(763) 202-5273

General

Charlie Bolognino is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Side-by-Side Financial Planning, LLC in Plymouth, MN and the surrounding communities.

Financial Advisor Overview

Specialties: Gen X and Gen Y, Consumer Packaged Goods and Retail Professionals. Convenient remote meeting options available. Leveraging technology to primarily serve Arkansas and other out of state clients from main office in Plymouth, Minnesota.

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Financial Advisor Experience

Mission: To help you live a better life today and tomorrow through financial planning. What's that mean to you? - As you think about what you want now and in the future for your family, what comes to mind? - Which of those goals require financial resources? For those that do, are you confident about knowing what you need and whether you're on track? - Could you use an objective financial expert working with you "side-by-side" to help make your goals a financial reality? If so, you've come to the right place! Philosophy: Charlie's desire for his clients is that they will, with confidence in their financial plan, be freed up to enjoy life more and to think about money less. Is that what you're looking for? Then visit www.sidebysidefinancial.com to get started! 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. Charlie is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and a NAPFA-Registered Financial Advisor. He’s given financial seminars at the University of Northwestern and St. Catherine University. In addition, he has regularly facilitated the Financial Peace University program at local churches since 2008. He and his wife, Rachel, are members of Maple Grove Covenant Church in Minnesota and they keep busy raising four daughters.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Side-by-Side Financial Planning, LLC is a Registered Investment Adviser in Minnesota and Arkansas and may offer investment advisory services in the States of Minnesota and Arkansas and in other jurisdictions where exempted.

Financial Advisor's Specialties

Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Getting Married, Mutual Funds, Retirement, Life Planning, Starting a Family

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Helpful Financial Planning Resources