AARON KOLKMAN, MSF, CFP® aaron@blvdwealth.com
(952) 314-9958
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ADVISORY BACKGROUND
20-year financial industry experience; emphasis on Christian wealth counsel
Author, developer of Life Cycle of Wealth™ faith-based life planning book and advisory process
Integrated business and personal advisory professional for families with closely-held business assets
SERVICE ROLE
Business financial planning - entity design and creation, budgeting, forecasting, executive compensation
Integrated personal planning - risk analysis, custom plan creation and installation
Specializations: tax planning, intra-family wealth transfers, and planned giving
COMMUNITY
Mentor: Minnesota Adult & Teen Challenge Long-Term Men's Program
Former Board Member & Volunteer: Wayzata Youth Hockey Association
Former Executive Board Member: Wayzata Meadow Ridge Elementary PTO
EDUCATION
Bachelor of Arts, University of St. Thomas
Masters of Science, Finance (MSF) - (2013-2017)
CERTIFIED FINANCIAL PLANNER™ Curriculum (2005 – 2012)
ACCREDITED ASSET MANAGEMENT SPECIALIST™ Curriculum (2011 – 2012)
DISTINCTIONS
CERTIFIED FINANCIAL PLANNER™, License # 178858
Kingdom Advisors Member
Advisory and Insurance Services through Boulevard Wealth Management, Inc. (dba BOULEVARD), A Registered Investment Advisor. Insurance Services through Boulevard Wealth Management, LLC (dba BOULEVARD), A Licensed Insurance Agency. Aaron Kolkman, CFP®, does not offer tax or legal advice. Please consult the appropriate advisor. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The Fidere Press is not affiliated with Boulevard Wealth Management. The Life Cycle of Wealth Book is offered separately from BOULEVARD and its advisory services. This publication does not represent a financial planning engagement or an offer to buy or sell any securities.
