Robert V. Bolen,  CFP<sup>&reg;</sup> - Financial Advisor

Robert V. Bolen, CFP®

CFA, CeFT

CEO

Touchstone Pathway

3249 Blazer Road
Franklin, TN 37064
FINANCIAL ADVISOR'S WEBSITE
(615) 268-9531

General

Robert Bolen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Touchstone Pathway in Franklin, TN and the surrounding communities.

Financial Advisor Overview

Our mission is to help you live an inspired life with peace of mind about your money matters. Whatever is important to you is important to us. We see money as a tool best used to live a fulfilling life.

More

Financial Advisor Experience

30 years of relevant industry experience as a securities analyst, portfolio manager and integrated wealth planner. Chartered Financial Analyst, Certified Financial Planner, Certified Financial Transitionist.
 
Bob's most recent effort has been to found Touchstone Pathway, a software service for advisors to help them know their clients at a deep and personal level and to help clients realize their heartfelt goals and aspirations. www.touchstonepathway.com

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)
  • Other - Certified Financial Transitionist

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Estate Planning, Getting Divorced, Getting Married, Identity Theft, Mutual Funds, Real Estate, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Medical & Health Issues, Sudden Wealth, Special Needs, Personal Taxes

More

Helpful Financial Planning Resources