Javier Bolante, Financial Advisor

FINANCIAL ADVISOR
Javier K Bolante

CFP®, CRPS™
126 Clock Tower Place, Suite 101, Carmel, CA 93923opens in a new window
CallSend Me a Message

Focus Areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Retirement Income Strategies
  • Sustainable investing

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CRPS™

    Chartered Retirement Plans Specialist™

Personal Interests

  • Spending Time with Family
  • Tennis
  • Golfing
  • Health & Nutrition
  • Running

Team Members

  • Patricia Pendleton
    Branch Office Administrator
  • Shirley Spalletta
    Sr. Branch Office Administrator
  • Christina Premutati
    Branch Office Administrator
  • Jill Ditlevsen
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(831) 647-9861

Fax

(888) 672-2347

Office Address

126 Clock Tower Place
Suite 101
Carmel, CA 93923opens in a new window

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