Dieter Bollmann, CFP®

Senior Vice President – Investments
(480) 778-2085

Scottsdale Office
7373 N. Scottsdale Road, Suite D-120
Scottsdale, AZ 85253
(800) 687-3800  |  (480) 951-0079

Dieter, a CERTIFIED FINANCIAL PLANNER™ professional, Life and Long-term Care Insurance Agent, and Registered Representative, offers customized full-service financial solutions to individuals, family businesses, and non-profits by referral. He treats his clients with greatest respect to their ambitions and needs, however diverse and complex they might be, and seeks to further their financial education. Clients will be rewarded with a service aimed at exceeding expectations. Premier clients will have the chance to serve as members on his client advisory council where the service goals are established and possible improvements discussed and initiated. Admission to the advisory council is by referral only.

Dieter has a diverse business background educationally and professionally. He is born, raised, and educated in Germany and holds a Masters in Business Economics from the University of Tuebingen. In the U.S.A. he has been trained in international finance at San Francisco State University. Dieter holds series 7, 66, as well as Life & Health insurance licenses. He is a life member of the Referral Institute of Arizona since its inception and a member of the Scottsdale Chamber of Commerce and the Friedrich-List Foundation. He holds American and German citizenships.

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