John Bodolay, CFP, CIMA - UBS Financial Services Inc.
John Bodolay, CFP, CIMA - UBS Financial Services Inc. in Barrington, IL, offers experienced financial planning services tailored for foundations and endowments. As Institutional Consultants, the team delves deep into understanding organizations, leadership, and culture to provide customized benefits plans through a range of corporate services and solutions. With over 30 years of industry experience, John Bodolay, CFP, CIMA, Senior Vice President-Investments, brings a wealth of knowledge to his role. Holding multiple licenses and prestigious designations, he focuses on assisting associations, corporations, municipalities, high-net worth individuals, foundations, and endowments in strategically positioning their investment portfolios for success. Utilizing the UBS Wealth Way approach, the firm aids clients in organizing their financial life around three core dimensions: Liquidity, Longevity, and Legacy. This strategy, coupled with the firm's extensive market experience, helps clients explore and pursue their wealth management objectives over varying time frames, emphasizing prudent risk management and tailored investment solutions.
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