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Meet Percy

Percy Bolton  Photo

Percy Bolton

As a Certified Financial Planner™ practitioner, Percy has been named to the Worth Magazine List of the Top 250 Best Financial Advisors several times. Mr. Bolton earned both his bachelor's and master's degree from UCLA in Economic History. On numerous occasions, Percy was selected for inclusion in the Consumer's Research Council of America “Guide to America's Top Financial Planners”. Mr. Bolton is also a Retirement Management Analyst®. 

He has served on the Board of Directors for UCLA Black Alumni, CFP Board, Glide Foundation in San Francisco, The Financial Planning Association, UNICEF, Daniel Freeman Hospital, United Way of Los Angeles, and Watts/Willowbrook Boys and Girls Club.

He is passionate about working with families to create financial plans that take complex retirement, longevity and aging issues and simplify them. Percy’s biggest goal is to help his clients free up their time so that they can focus on what is important in life, all the while transferring their wealth to those they love.

When he is not working with clients, Percy loves spending time with his wife, his four children, his grandchild and two dogs. Although his family keep him busy, Percy loves exploring California and trying new vegan restaurants whenever he can.

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