Robert V (Bob) Bolen, CFA, CFP®, is founder and CEO of Touchstone Pathway, a digital client data gathering and decision support platform serving financial advisors. Between 2003-2020, he founded, built up and then sold Envision Wealth Planning, a Nashville, TN area, fee only, life centered wealth planning firm. Prior to that, between 1986-2000, Bob was a financial/securities analyst, eventually covering technology and communications companies. Bob received his MBA from Indiana University in 1986 and his BS in Accounting from Western KY University in 1983. He is a Certified Financial Transitionist® as well as a Certified Financial Behavior Specialist®.
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