Benjamin  Bolen,  CFP<sup>&reg;</sup> - Financial Advisor

Benjamin Bolen, CFP®

Wealth Advisor

University Investment Services

6379 M 52
Manchester, MI 48158
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General

Benjamin Bolen is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at University Investment Services in Manchester, MI and the surrounding communities.

Financial Advisor Overview

As the head of wealth management for a community bank, I focus on helping families and business owners plan for aging, caregiving, and legacy with confidence. My approach integrates financial, legal, and emotional considerations to create clarity before crisis. As a veteran, I bring firsthand insight into benefits and programs for those who have served.

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Financial Advisor Experience

started my career in the insurance and annuity field, then moved into the investment world with a major firm. Along the way, I saw how traditional, product-focused approaches often left clients without true understanding or direction. That realization inspired me to become an independent advisor—committed to deeper conversations, integrated planning, and helping families navigate life’s most important transitions.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Insurance Licenses

  • Life insurance: MI
  • Health/disability insurance: MI,WI
  • Fixed annuities: MI
  • Variable annuities: MI

Broker-Dealer Affiliation

LPL Financial

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Investment Management, Estate Planning, Government & Military, Employee Benefits, Getting Married, Mutual Funds, Real Estate, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Succession Planning, Medical & Health Issues, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources