Paul Bolen, CFP®

Managing Principal

Office: 843-875-2133 ext.16
Fax: 843-875-1093

Paul believes in developing long term relationships with his clients and that careful planning can help them achieve their financial goals and objectives.  He specializes in financial planning for retirement, investments and insurance for individuals, families and small businesses.

Paul is active in the Greater Summerville Dorchester County Chamber of Commerce.  Paul is a member of the National Association of Christian Financial Consultants and Kingdom Advisors.  He has completed certification requirements for both of these organizations.   Paul is a member of The Gideons International - Summerville Camp.  He is also on the Board of Visitors for Charleston Southern University.

Paul served 30 years in the United States Air Force, retiring as Colonel. Paul holds a Bachelor of Science Degree in Business and a Masters Degree in Public Administration.  He has been certified by the College of Financial Planning as a Certified Financial Planner Practitioner.  Paul is a Registered Principal with Intervest International Equities Corp. and is the Managing Principal for the Summerville Office.

Paul and his wife, Donna, reside in Summerville and attend Grace Lutheran Church.