Charlie  Bolognino

Charlie Bolognino

| ChFC®, CFP®

Side-By-Side Financial Planning, LLC

Fee-Only Financial Planner serving the Plymouth, MN area. Specialties: Gen X and Gen Y, Consumer Packaged Goods and Retail Professionals. Convenient remote meeting options available.

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • 401(k) and IRAs
  • College Education Planning
  • Employee Benefits
  • Insurance Services

Visit Us

3235 Fernbrook Ln N
Plymouth, MN

Charlie began his work in financial planning in 2008 when he founded Side-by-Side Financial Planning, LLC.  Since then, he has been equipping and empowering people with the resources they need “to live a better life today and tomorrow through financial planning”.

Charlie graduated from Hillsdale College in Michigan with a degree in Business Administration Finance and a minor in Psychology.  He earned the Chartered Financial Consultant (ChFC®) financial planning designation from the American College, he is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, and a NAPFA-Registered Financial Advisor.  He is also a Garrett Planning Network member.

He’s given financial seminars at the University of Northwestern and St. Catherine University.  In addition, he has regularly facilitated the Financial Peace University program at local churches since 2008.

He and his wife, Rachel, are members of Maple Grove Covenant Church in Minnesota and they keep busy raising four daughters.