Tristan is the owner and lead Wealth Advisor at Ideal Financial Advisors. He recognizes that for many people, the process of financial planning can be overwhelming. His primary mission is to alleviate that confusion with a comprehensive and transparent approach that is uniquely tailored to each client’s specific needs. Tristan believes communication and trust are paramount – these principles are the cornerstone of his practice.

Tristan spent more than a decade working hand in hand with financial advisors and their clients, consulting on their most complex planning issues. He felt he could leverage this unique and in-depth experience with his own clients. As a result, after several years of working independently, he took over Ideal Financial Advisors in April 2022. Tristan focuses on delivering constructive, personalized advice rooted in his years of experience. His goal is to create a path for his clients that provides both clarity and confidence to help them pursue their financial goals.

In 2013 Tristan had the honor of donating bone marrow to an individual through the Be The Match/The National Marrow Donor Program. He continues his affiliation with The National Marrow Donor Program by sharing his experience with the goal of building the donor registry and finding matches for the 12,000+ people who currently require a blood stem cell or bone marrow transplant.

Tristan studied Economics at the University of Massachusetts, Amherst. In addition to his bachelor’s degree, he has also obtained the Accredited Investment Fiduciary^® designation.

When he’s not developing clear, effective solutions for his clients, Tristan spends time with his wife and two young children, coaching sports and cooking things his kids won’t eat.

Juliana has been a valued team member with Ideal Financial Advisors since January 2018. Her mission is to provide our clients with the professional service they deserve. She works hard to not only interact with our clients but also to truly know and value them.

Juliana brought her know-how to the firm from her 25-year career in the health care industry as a consultant. Prior to her work in health care, she was employed by the State of New Mexico for 10 years, her last position working as an analyst to the then-governor of New Mexico. Ideal Financial Advisors isn’t her first job in the investment arena; throughout college, she worked with an investment advisor, which ignited her interest in the field.

Juliana had the privilege of serving as a volunteer for the Contra Costa County Advisory Council on Aging for three years, where she contributed her expertise on health care and legislative issues facing the aging community.

Juliana graduated from the University of New Mexico with a bachelor’s degree in Economics and an MBA from Saint Mary’s College of California.

Juliana enjoys reading, yoga, classical music and travel – she’s been to 13 countries and counting.

^{*Not Registered with LPL Financial}

Jeff began his financial planning career in 1984 and was the original founder of Ideal Financial, turning it over to Tristan Bolton in April 2022 and retiring at the end of 2023.

Jeff built the practice from the ground up as he helped our clients pursue their financial goals. He built the firm’s foundation of providing excellent customer service, customized investment strategies and meaningful relationships.

Tristan is grateful for Jeff’s many years of mentoring and friendship.

Jeff Witt is not affiliated with LPL Financial or Mariner Independent Advisor Network.