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Cws® Tristan Bolton

Changing lives through creative financial planning strategies. Certified Wealth Strategist® and Accredited Investment Fiduciary®

Cws® Tristan Bolton is a highly experienced wealth advisor who has a strong background in economics. He pursued his Bachelor of Arts (B.A.) in Economics at the University of Massachusetts, Amherst. Currently, he is associated with PEAK360 Wealth Management, LLC, where he serves as a Wealth Advisor. Prior to this role, he held positions in reputable organizations such as Waddell & Reed, LPL Financial, and AssetMark in various capacities ranging from Financial Advisor to VP, Wealth Consultant and Business Development Officer.

Cws® Tristan Bolton
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Location

Danville, California, United States