Bob and the Strategic Path team can help with:

• Employee Level:
  • Basic financial rules-of-thumb
  • Resources to learn themselves and also give to the people they serve
  • FEC (Financial Empowerment Centers) partnership to get people back on track financially
• Employer Level:
  • Analyze the current retirement platform
  • Analyze the aspects of the plan (product, funds, fees, and committee documentation)
  • Suggest processes to minimize fiduciary liability to the executive directors and boards

A little more about Bob:

Bob is a seasoned professional in the retirement industry, with a career spanning back to 1992. Alongside his partners, Brian Hill and Edie Meyer, he founded Strategic Path Retirement. His extensive experience includes advisory roles at FOCUS4Financial, Federated Investors, and Principal Financial, where he served hundreds of companies.

Committed to promoting financial literacy, Bob established Focus on Finance Literacy, an educational resource aimed at eliminating financial illiteracy. He actively engages as a speaker and presenter in employer-employee workshops, addressing various financial topics. His primary focus is on assisting not-for-profit organizations and their employees, who often lack access to basic financial education.

Outside of his professional life, Bob enjoys activities like running with his dogs, tennis, pickleball, and disc golf. He's a dedicated family man, with four children, including one on the University of Pittsburgh Women's Basketball Team. Bob holds various professional designations, such as Accredited Investment Fiduciary (AIF®), Retirement Income Certified Planner (RICP), Certified Plan Fiduciary Advisor (CPFA), and Professional Plan Consultant (PPC®). He and his wife, both Pittsburgh natives, have been married for over 25 years and share strong ties to the community.