[title]

Why Use This Tool?

FPA PlannerSearch Participants:

Are FPA members in good standing
Are CERTIFIED FINANCIAL PLANNER™ professionals
An RIA or bank affiliate
Adhere to FPA's Code of Ethics
Abide by the FPA Standard of Care

Home > Financial Planner Directory > Tennessee > Brentwood > Robert V. Bolen, CFA, CFP®

Robert V. Bolen, CFA, CFP®

Planner List SAVED PLANNERS (0)

Bolen | Dodson & Associates

7003 Chadwick Dr

Suite 350

Brentwood, TN 37027-3260

Phone: (615) 242-3808

Fax: (615) 242-2627

Saved in Saved Planners

Household Income Minimum: $100,000
Investable Asset Minimum: $300,000

Specialties

Comprehensive Financial Planning
Arbitration & Mediation
Attending College
Charitable & Planned Giving
Buying a Home
Career Change
Asset Allocation
Estate Planning
Corporate Finance
Investment Management
Getting Divorced
Employee Benefits
Mutual Funds
Real Estate
Retirement
Stocks & Bonds
Startup
Life Planning
Succession Planning
Sudden Wealth

How Planner Charges

Fee Only

Considerations: Willing to plan for success

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.

Terms of Use | Glossary | Provide Feedback