Brenda Bolander
CFP®, CPA/PFS
Retirement Investment Advisors
Executive Vice President
Brenda Bolander
CFP®, CPA/PFS
Retirement Investment Advisors
Executive Vice President
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Brenda Bolander, CFP®, CPA/PFS
Fee-Only financial planner located in Oklahoma City, OK, serving clients locally and across the country
Brenda Bolander is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Public Accountant (CPA), and a Personal Financial Specialist (PFS). Her experience includes serving as the comptroller for the State of Oklahoma, Retirement System Board Trustee, Investment Board Trustee, and Investment Oversight Commission Chair. Brenda is a member of the Financial Planning Association, the Oklahoma Society of CPAs, and the American Institute of CPAs. She serves on the Oklahoma City Region Board of Directors for Junior Achievement that teaches financial literacy and work readiness to students. She has contributed to a book on change leadership and has taught numerous seminars on personal finance. Brenda is a graduate of Leadership Northwest and lives in Meeker with her husband John. They have two adult children and two grandchildren.
Fee-Only, Fiduciary, Focused
We respect the life you’ve built. We understand that your nest egg isn’t simply money. To accomplish what you have has taken many years of sacrifice, rolled up sleeves, sweat on your brow, hard work, late nights, stressful meetings, and missed family time. Our CERTIFIED FINANCIAL PLANNER™ professionals manage the portfolios of others just like you. Let us help transform your savings into your legacy. All those years, you worked hard for your money. Now it’s time to make sure it’s working for you.
Our fee-only, fiduciary approach allows us to stay focused on your needs. We treat you with honor and respect because you’ve earned it. Allow us to show you why so many choose Retirement Investment Advisors, Inc. as their guide on the path to retirement.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Brenda Bolander is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Brenda Bolander is a Certified Public Accountant (Learn More)A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
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Brenda Bolander is a Personal Financial Specialist (PFS)The Personal Financial Specialist (PFS) credential is granted solely to CPAs (Certified Public Accountants) with considerable personal financial planning education and experience. All areas of personal financial planning—including estate, retirement, investments, and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.
Contact Brenda Bolander
Office Locations:
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2925 United Founders Blvd.
Oklahoma City, OK 73112
