Bud Boland, CFP®

Bud Boland, CFP®

Wealth Adviser, CI Brightworth

Bud Boland is a Wealth Adviser at CI Brightworth and has devoted his career to working with high net worth and high-income individuals and families. Bud works closely with clients to understand their needs and develop customized financial plans to help them reach their short- and long-term goals. Bud began his career with an Atlanta-based multifamily office managing operations of complex client assets and advising clients in taxation, estate planning and charitable planning. Prior to joining the CI Brightworth team in 2016, Bud oversaw the financial planning team of an Atlanta-based independent wealth management firm. Bud is a CERTIFIED FINANCIAL PLANNER™ practitioner and received his Bachelor of Science in Financial Management with an emphasis in Financial Services from Clemson University.

E-mail: bud.boland@brightworth.com | Website: www.brightworth.com (opens in new tab)

Latest articles by Bud Boland, CFP®