Charlie Bolognino (CFP®, ChFC®)

Charlie Bolognino focuses in the
following client markets or areas of practice:

Generation X

Hourly

Investment Advice without Ongoing Management

Middle Income Client Needs

Millennials

Novice Investors

Planning Specialties

Mission: To help you live a better life today and tomorrow through financial planning

Our desire for clients is that they will, with confidence in their financial plan, be freed up to enjoy life more and to think about money less. We’ll invest time together setting goals for you and your family, identifying any dollars needed to achieve those goals, and setting a course to get you there.

Specialities: Generations X & Y, Consumer Packaged Goods and Retail professionals

Additional Information

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 and he is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional.

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.