Our People

William S. Boldizar-President of Sunrise Retirement Solutions is a financial planner with over twenty years of experience. He is an award winning representative. Bill has won The National Quality Sales Award, National Sales Achievement Award, and The National Sales Persistency Award. Bill has also been a member of The Million Dollar Roundtable, one of the highest regarded industry accomplishments.


 

Mr. Boldizar is an Investment Advisor Representative of Multi-Financial Securities Corporation. Bill is registered to sell securities, advisory services, and investments. He and his staff have access to over 3,000 products for businesses and individuals. Mr. Boldizar and Sunrise Retirement Solutions maintain a network of legal and financial professionals. They range from Certified Public Accountants to Tax Attorneys. Bill believes his clients should receive the best assistance available regardless of how large or small their account may be.


 

Bill is married to Terry. Together they have a teenage son, Michael.  Terry also happens to be our firm's bookkeeper and office manager. She oversees an administrative staff which diligently processes the endless stream of information in our clients accounts.


 

Sunrise Retirement Solutions is a unique firm. We truly believe we are our brothers keeper. We steadfastly maintain our down home, folksy approach. We are here to work with you and want you to feel comfortable with every aspect of our firm. It is our goal to take the sting out of your planning!