About Us

Collaboration Over Competition

BOLT Wealth Management is a collaborative planning and investment firm, changing the landscape to better serve our clients and support their values to establish, cultivate and preserve their financial livelihood. Through a planning-based process, we utilize strategies and techniques to address the questions that pertain to a comfortable financial future for individuals, families and businesses. 

We are a planning-based firm that is designed to give people access to quality and professional advice. Our passion for this is driven by the relationship and not the size of an account or a transaction. We operate in a conflict-free structure embracing the fiduciary standard.

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Relationship Focused

We believe the relationship is the most important factor when working with clients.  All clients deserve to be given access to a qualified advisor which shouldn’t merely be based on an account balance or transaction. In fact, we focus on working with clients who value building a strong financial blueprint regardless of their investable assets. 

Fiduciary Commitment

As an RIA firm, we are fiduciaries working in your sole interest and we have the freedom to use the resources necessary to accomplish this. Being independent, our advisers only address your agenda; and unlike most advisers, we do not serve the financial goals of an employer or shareholders and are not incentivized to use proprietary or “approved” products. This choice empowers us to conduct ourselves free from conflict and to focus on flourishing the relationship.

Collaborative Approach

As a collaborative, we embrace a culture of shared ideas, continued learning, strong experience and varied expertise. Our advisers build relationships with industry professionals to gain perspectives, resources, and shared knowledge to best ensure our clients are served prudently. Our collaborative experience positions us to work seamlessly with your existing team of professionals or coordinate a team from a network of vetted partners. 

Credentials
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Paul Herrick
Founding Partner | Wealth Adviser
Brian Traverso
Founder | Wealth Adviser

Prior to forming BOLT Wealth Management LLC, Brian brings over 14 years of experience in financial planning, wealth management, and investment management. He is passionate about providing financial planning services to families, business owners, and professionals. Brian is committed to guiding clients as they address their financial concerns.

 

In addition to serving individuals and families, Brian delivers fiduciary support to businesses and coordinates a company’s retirement benefits with other provided benefits to maximize the use and effectiveness of benefit dollars. Brian continues to be passionate about providing one-on-one meetings to employees.

 

Designations and Recognition

EA - IRS Enrolled Agent

ChFC - Chartered Financial Consultant

AIF - Accredited Investment Fiduciary

AWMA - Accredited Wealth Management Advisor

CPFA - Certified Plan Fiduciary Advisor

CA Life and Health Insurance Licensed

2014 Central Valley 40 under 40 Recipient

 

Community Involvement

President - Society of Financial Services Professionals - Fresno Chapter

Board Member - Society of Financial Services Professionals - Fresno Chapter

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Paul is a Fresno native and had graduated from Fresno State University with a BA in history in 2006.  Paul has spent 8 years in the financial services industry focusing on planning for individuals, families and businesses.

 

He began his career with a global financial services firm and remained with them until deciding to pursue the vision of helping form BOLT Wealth Management in 2017.

Paul and his wife, Jenny, are involved in their home church as well as running after their three children, Toby, Olive and Graham.

Community Involvement

Board Member - Society of Financial Services Professionals - Fresno Chapter

Board Member - California Teaching Fellows Foundation

Multiple Committees - Institute for Family Business

Joanne Armenta
Client Relationship Manager

Community Organizations & Partners

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