Alan Bolotin

Alan Bolotin is a Senior Wealth Advisor with Prosperity and has more than 30 years of financial advisory experience. He works with professionals, entrepreneurs, and multi-generational families, offering guidance based on a complete understanding of where his clients have been and where they want to go. Drawing on deep expertise in wealth planning, investment management, and risk and asset protection, he enjoys working with clients at every point of their journey to help them manage their finances and navigate decision-making.

Through this client-centric 360-view approach, Alan focuses on serving as a “personal CFO” to his clients, allowing him to integrate all aspects of their financial portfolio and provide coordinated advice and ongoing support.

Before joining Prosperity, Alan was the founder and senior financial planner of The Bolotin Financial Group.

Credentials & Education

• Chartered Life Underwriter (CLU)

• Chartered Financial Consultant (ChFC)

• Accredited Investment Fiduciary (AIF®)

• Accredited Estate Planner (AEP®)

• FINRA Series 7, 63 & 65

• University of Massachusetts: BS, Finance

Affiliations

• Chabad of the North Shore

• American Israel Public Affairs Committee

• Leonard Florence Center