Michigan Pension & Financial, Inc.
Financial Planning Consultants
ABOUT US | Our Team
Daniel H. Bolda
Dan is the owner and founder of Michigan Pension & Financial, Inc. He has more than 25 years' industry experience and serves hundreds of small companies and individual clients with their 401(k) and financial planning needs as an Investment Adviser Representative of Commonwealth Financial Network.
Designations and Registrations
CERTIFIED FINANCIAL PLANNER™
Qualified Plan Administrator (QPA)
Enrolled Retirement Plan Administrator (ERPA)
Accredited Investment Fiduciary® (AIF®)
Licensed in Life and Health
FINRA Series 7 and 63 securities registrations through Commonwealth
Member of the American Society of Pension Professionals and Actuaries
Dan and his wife, Patti, have been married for 24 years and have two children, Erik and Julie. Erik attends the University of Michigan, where he is studying financial mathematics. Julie attends Drake University, where she is studying actuarial science.
Dan enjoys chess, games of strategy, and watching/attending football, baseball, and hockey games. He tied for 3rd place in the Michigan Open Chess Championship.
Beth A. Snipes
Beth has 15 years' experience of 401(k) and profit-sharing plan administration, is the lead plan administrator, and is a member of the American Society of Pension Professionals and Actuaries.
She loves virtually every aspect of administering“her plans”; both technical administration and helping business owners and emp