allwealth Planning
Eric Bottolfsen is a finance professional with extensive experience in wealth planning and financial services. Currently serving as Co-Founder and Financial Planner at allwealth Planning since December 2024, Bottolfsen is dedicated to helping clients achieve their financial goals through a collaborative approach. Prior roles include Financial Planner at GoldBook Financial, Regional Director at MassMutual Financial Group, and Transition Manager at Wilmington Trust. Bottolfsen has also held various management positions at Bank of America and Wells Fargo Bank, focusing on sales, customer experience, and team development. Academic credentials include a Master of Business Administration in Organizational Development and a Master of Arts in Finance from The College of St. Scholastica, along with a Bachelor's degree in Business Administration, Finance from the University of Wisconsin-Superior.
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allwealth Planning
We at allwealth Planning get excited about helping people with their finances. Your dreams, values, and passions fuel a collaborative wealth planning process that empowers you with a clear path forward. Forget dry spreadsheets and generic advice. We believe your financial plan should be as unique as you are. Start a financial planning experience that feels less like a chore and more like a journey of self-discovery. .................................................................................................. Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency, LLC.), Member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser.