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Michigan Pension & Financial, Inc.


Financial Planning Consultants

About Us

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

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

Rep/Contact Info

Dan Bolda