DIETER G. BOLLMANN, CFP®
MANAGING PARTNER
Dieter is a CFP® professional, a fee-based Investment Advisor Representative, and Life and Long-term Care Insurance Agent.
He offers customized full-service financial solutions to individuals, family businesses, and nonprofits by referral. He treats his clients with greatest respect to their ambitions and needs, however diverse and complex they might be, and seeks to further their financial education. Clients will be rewarded with a service aimed at exceeding expectations.
Dieter has multi-cultural educational and business backgrounds. He is born, raised, and educated in Germany and holds the equivalent of an MBA from the University of Tuebingen, and a Certificate in Financial Planning from the College of Financial Planning (Kaplan). He also has been trained in international finance at San Francisco State University. Dieter holds series 7, 66, as well as Life & Health insurance licenses. He is the Executive Director of the German-American Chamber of Commerce West - Arizona Chapter, a life member of the Referral Institute of Arizona since its inception, and a member of the Friedrich-List Foundation. He holds American and German citizenships.
Specialties: Planning and Investing for Family Businesses for Retirement and Estate Preservation.
Dieter Bollmann is registered to conduct securities business in: AZ, CA, FL, GA, IN, KY, LA, MN, MO, OR, TX, WA, WI. This communication is strictly intended for individuals residing in the states listed. No offers may be made or accepted from outside the specific states referenced.
Insurance-related services may not be provided to individuals residing in any states other than AZ, CA, TX.