FINANCIAL ADVISOR
CallSend Me a MessageCindy Bollinger
CFP®, AAMS™, CRPC™, AWMA™
1236 N San Dimas Canyon Rd, San Dimas, CA 91773opens in a new windowAccepting New Clients
Serving clients with $500,000
Focus Areas
- Estate & Legacy Strategies
- Retirement Income Strategies
- Wealth Strategies
- Entrepreneurs & Business Owners
- Retirement Savings Strategies
- Intergenerational Planning
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™AAMS™
Accredited Asset Management Specialist™CRPC™
Chartered Retirement Planning Counselor™AWMA™
Accredited Wealth Management Advisor™
Personal Interests
- Yoga
- Gardening
- Animal Rescue
- Traveling
- Walking
Team Members
- Carol BanackySr. Branch Office Administrator
- Jessica ChavezBranch Office Administrator
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Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Mon | 08:00AM - 05:00PM |
Tue | 08:00AM - 02:00PM |
Tue | 08:00AM - 02:00PM |
Wed | Closed for Holiday |
Wed | Closed for Holiday |
Thu | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Fri | 08:00AM - 02:00PM |
Fri | 08:00AM - 02:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Mon | 08:00AM - 05:00PM |
Tue | 08:00AM - 02:00PM |
Tue | 08:00AM - 02:00PM |
Wed | Closed for Holiday |
Wed | Closed for Holiday |
Thu | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Fri | 08:00AM - 02:00PM |
Fri | 08:00AM - 02:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
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