Phil Bollin, Certified Financial Planner®, Certified Private Wealth Advsior®, MBA
Phil Bollin is the founder of Bollin Wealth Management and has advised affluent families and business owners since 2002. He established the firm in 2004 to provide thoughtful, fee-only financial advice grounded in rigorous analysis, long-term discipline, and an unwavering fiduciary commitment to clients.
Phil’s approach to wealth management reflects a unique combination of technical training and strategic perspective. Before entering the financial planning profession, he spent a decade in the information technology and management consulting industries. Those formative experiences instilled a deep respect for analytical rigor, structured problem solving, and accountability—principles that continue to shape the advice Bollin Wealth Management provides today. The firm’s planning process combines this disciplined engineering mindset with the best practices of modern financial planning informed by Phil’s CFP® and CPWA® designations.
A native of Toledo, Phil graduated from St. John’s Jesuit High School before earning a Bachelor of Science in Electrical Engineering from the University of Detroit and a Master of Business Administration from the University of Michigan. He returned to Northwest Ohio in 2000 with his wife Maggie, and together they raised their two daughters in Perrysburg. Outside the office Phil enjoys local history, investing in real estate, rooting for the athletic teams of his alma maters and spending time with family and friends.
Discover More About Phil
Phil believes strongly that professional stewardship extends beyond the advisory relationship and into the broader community. He has served in numerous volunteer and leadership roles over the years, including coaching youth sports and contributing to the governance of several local institutions. His service has included roles on the St. Rose School Advisory Board, the Parish Finance Council, and the finance board at Notre Dame Academy. More recently he has held leadership positions within the Perrysburg Rotary Club, where he served as the organization’s 42nd president, and the Public Library Foundation & Friends finance committee.
Advancing the rigor and professionalism of financial planning remains one of Phil’s enduring professional interests. In addition to mentoring young advisors in the region, he has served as an adjunct instructor in the finance departments at the University of Toledo and Bowling Green State University, helping educate the next generation of financial planning professionals.
Christina Simon
Christina brings more than a decade of experience in the financial services industry, paired with a deep commitment to delivering a highly personalized and elevated client experience. Throughout her career, she has worked alongside distinguished advisors and supported high-profile clients, cultivating a level of discretion, precision, and attentiveness essential to serving complex financial lives.
Since joining Bollin Wealth Management in 2021, she has continued to expand her expertise while contributing to a sophisticated, client-centric firm recognized for its thoughtful and comprehensive approach to wealth management.
As Client Relationship and Operations Manager, Christina plays a pivotal role in ensuring the firm delivers a seamless, white-glove experience at every touchpoint. She oversees critical operational functions and partners closely with the advisory team to uphold the firm’s exacting standards of organization, responsiveness, and bespoke service. Her ability to anticipate client needs and execute with excellence is central to the overall client experience.
A Toledo native, Christina, resides in Sylvania with her two children. Outside the office, she enjoys an active lifestyle, reading, and spending meaningful time with family and friends
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Are you ready to work with the most fiduciary-focused wealth management firm in the business? If so, we would love to have you as the newest member of our financial planning and wealth management team.