Welcome to Fresno Chaffee Zoo's
Financial Wellness Program​​
Fresno Chaffee Zoo is partnering with BOLT Wealth Management to provide comprehensive and inclusive financial wellness program for zoo employees.
WHAT'S INCLUDED
Group Presentations
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Conducted on a quarterly basis with rotating discussion topics ranging from:
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Investing Basics
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Wills & trusts (Estate)
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Tax planning
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Savings strategies
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Insurance
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​Retirement planning
and more
Individual Meetings
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1-on-1 meetings will be made available for any participant interested in sitting down with a BOLT advisor. This is a great opportunity to discuss personal financial matters in a confidential setting.
Personalized Advice
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All of Bolt's advisors are fiduciaries and can help each participant with their own personal financial situation. This is the most important part of the Financial Wellness Program
We look forward to being on-site in early 2025.
We are currently planning topics for the group presentations and will provide updates when we have a finalalized schedule.
In the meantime, please feel encouraged to contact us anor schedule a meeting/call if you have financial questions or concerns or discussion needs.
If there are topics you'd like to see addressed in a presentation, please use the form below to provide your feedback.
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CONTACT US
We’re excited to hear from you! If you have any questions or need assistance, don’t hesitate to reach out to. We’re here to help and can wait to assist you
© 2024 BOLT Wealth Management LLC
BOLT Wealth Management LLC is a California registered investment adviser