Bob Bolen Email & Phone Number
Life Wealth Coach
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Bob Bolen Location
- Franklin, TN, US
Bob Bolen Work
- Life Wealth Coach @ RV Bolen Consulting (January 2020 - Present)
- CEO and Founder @ (February 2015 - April 2025)
- Past President and Member @ Financial Planning Association Middle TN Chapter (January 2003 - July 2021)
- Past President and Board Member @ CFA Society of Nashville (January 1989 - June 2021)
- Certified Financial Transitionist @ (January 2010 - January 2020)
- President and Founder @ Envision Wealth Planning (January 2003 - January 2020)
- Member @ (January 2003 - January 2016)
- Class of 2005 @ Leadership Franklin (January 2004 - January 2005)
- SVP Business Development, Chief Financial Officer @ uMonitor, Inc (June 2000 - November 2001)
- Partner, Securities Analyst @ J. C. Bradford & Company (July 1989 - June 2000)
- U.S. Navy Veteran @ (July 1973 - July 1977)
Bob Bolen Education
- Indiana University Bloomington
MBA (Finance and Management)
1984-1986 - Western Kentucky University
Bachelor of Science - BS (Delta Sigma Pi Business Fraternity)
1980-1983 - Western Kentucky University
BS (Delta Sigma Pi, business fraternity)
1980-1983
Bob Bolen Skills
- Asset Allocation
- Investment Management
- Estate Planning
- Retirement Planning
- Strategic Financial Planning
- Financial Advisory
- Wealth Management
- Business Planning
- Financial Planners
- Investment Advisory
- Mutual Funds
- Certified Financial Planner
- Asset Management
- Wealth Management Services
- Insurance
- Finance
- Investment Strategies
- Investments
- Personal Financial Planning
- Retirement
- Wealth
- Financial Goals
- Personal Finance
- 401k
- IRAs
- Financial Services
- Portfolio Management
- Securities
- Small Business
- Financial Planning
- Life Coaching
- Coaching & Mentoring
- Sales
- Certified Financial
- Personal Financial
- Strategy
- Team Building
- Strategic Financial
Bob Bolen Summary
- Bob Bolen, based in Franklin, TN, US, is currently a Life Wealth Coach at RV Bolen Consulting. Bob Bolen brings experience from previous roles at Touchstone Pathway, Financial Planning Association Middle TN Chapter, CFA Society of Nashville and Sudden Money Institute. 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 has 4 mobile phone numbers on RocketReach.
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