Bob Bolen's Location
Brentwood, Tennessee, United States
Bob Bolen's Work
- CEO and Founder @ Touchstone Pathway
- Past President and Member @ Financial Planning Association Middle TN Chapter
- Past President and Board Member @ CFA Society Nashville
- Certified Financial Transitionist @ Sudden Money® Institute
- President and Founder @ Envision Wealth Planning
- Member @ Financial Planning Association (FPA)
- Class of 2005 @ Leadership Franklin
- SVP Business Development, Chief Financial Officer @ uMonitor
- Partner, Securities Analyst @ J. C. Bradford & Company
- U.S. Navy Veteran @ US Navy
Bob Bolen's Education
- Indiana University Bloomington
MBA (Finance and Management)
1984 - 1986 - Western Kentucky University
BS (Accounting)
1980 - 1983 - Western Kentucky University
Bachelor of Science - BS (Accounting)
1980 - 1983
Bob Bolen's Skills
- Asset Allocation
- Investment Management
- Estate Planning
- Retirement Planning
- Strategic Financial Planning
- Financial Advisory
- Wealth Management
- Business Planning
- Financial Planners
- Investment Advisory
Bob Bolen's Summary
Bob Bolen, based in Brentwood, Tennessee, United States, is currently a CEO and Founder at Touchstone Pathway, bringing experience from previous roles at Financial Planning Association Middle TN Chapter, CFA Society of Nashville, Sudden Money Institute and Envision Wealth Planning. Bob Bolen holds a 1984 - 1986 MBA in Finance and Management @ Indiana University Bloomington. With a robust skill set that includes Asset Allocation, Investment Management, Estate Planning, Retirement Planning, Strategic Financial Planning and more, Bob Bolen contributes valuable insights to the industry. Bob Bolen has 3 emails and 1 mobile phone number on RocketReach.
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