Charlie Bolognino

ChFC®, CFP®

Side-By-Side Financial Planning, LLC

President & Financial Planner

Contact Me

Charlie Bolognino

ChFC®, CFP®

Side-By-Side Financial Planning, LLC

President & Financial Planner

It's my mission to help people live a better life today and tomorrow through financial planning. - Charlie Bolognino, ChFC®, CFP®

Contact Me

(763) 202-5273

Website

Specialties: Advice-Only (no asset management), Gen X & Gen Y, Consumer Packaged Goods & Retail Professionals.

Meet Charlie Bolognino

We know how busy life can be.  We make meeting up easy and convenient. Any of our interactions can be accomplished through technology (e.g., phone, video chat, computer screen sharing).  Effective January 2021, all meetings with new clients going forward will be conducted remotely through these methods.

Charlie Bolognino 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.  Charlie is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, a NAPFA-Registered Financial Advisor, and a member of both the XY Planning Network, and the Garrett Planning Network.

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

He and his wife, Rachel, keep busy raising four daughters.

Charlie Bolognino is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Charlie Bolognino is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact Charlie Bolognino

(763) 202-5273

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Office Locations:

  • 3235 Fernbrook Lane
    Plymouth, MN 55447

Investment advisory services are offered through Side-By-Side Financial Planning, LLC; a Minnesota and Arkansas registered investment advisor. This communication is not to be directly or indirectly interpreted as a solicitation of investment advisory services to residents of another jurisdiction unless otherwise permitted. 

Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

For information concerning the status or disciplinary history of a broker-dealer, investment advisor, or their representatives, a consumer should contact their state securities administrator.

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