Robert (Bob) V. Bolen, CFP(r), CFA, CeFT(r), FBS(r), is CEO and Founder of Touchstone Pathway, a Web-based, Client Discovery and Decision Support platform built for financial advisors. After receiving his MBA from Indiana University in 1986, he spent 14 years as a securities analyst. After a stint as CFO of an Internet startup, he has spent the last 18 years honing his craft as a CFP Practitioner. He built his own firm, Envision Wealth Planning, into a successful, life-centered financial planning practice before selling the firm in 2018 to begin focusing full time on Touchstone Pathway.
Tuesday, May 5, 2020
3:00 PM – 4:15 PM