Bud Boland, CFP®

Bud Boland, CFP®

Senior Wealth Planner
Bud works closely with our clients to understand their goals and to develop and implement a financial plan that will help them achieve those goals.

A Senior Wealth Planner, Bud has devoted a significant portion of his career to working with affluent individuals, families and family offices. He works closely with SHWM clients to understand and help them set financial goals for the short and long term. Bud partners with them to develop financial plans designed with those goals in mind.

Since joining SHWM in 2010, Bud has gained the trust and respect of our clients as they "work their plans" and seek his advice as circumstances warrant. He holds the Certified Financial Planner (CFP®) designation and received his BS in Financial Management with an emphasis in Financial Services from Clemson University.

® Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.