Jared Bolotin

Jared Bolotin is a Senior Wealth Advisor with Prosperity. With over a decade of experience in the financial services industry, Jared brings extensive expertise in helping clients in the healthcare sector.  

Jared specializes in guiding clients through all stages of life planning, with particular expertise as a Special Care Planner ensuring that dependents with special needs are cared for with long-term security and dignity. His approach combines personalized planning with deep industry knowledge, enabling him to deliver strategies in retirement planning, wealth protection, and business succession that align with both personal and professional objectives. 

Before joining Prosperity, Jared was a Partner in the Bolotin Financial Group, a Boston-based wealth advisory firm. 

Credentials & Education

• Certified Plan Fiduciary Advisor (CPFA®)
  
• FINRA Series 7, 63 & 65 
• University of Massachusetts Amherst: BS, Resource Economics/Consumer Behavior (Focus: Family Finance) 
  

Affiliations

• National Association of Plan Advisors