Retirement is hard. Knowledge is the first step.

Bob Malcolm | Managing Partner | Strategic Path Retirement

Bob Malcolm AIF®, RICP®, CPFA, PPC

Managing Partner / Advisor

An avid runner and tennis player, you may find Bob running the communities of Carnegie, the North Hills, or even Oakland– depending on if college is in session. If you don’t see Bob around town, he’s probably watching his youngest daughter play for the University of Pittsburgh Women’s Basketball Team. He also has three other children currently in Pittsburgh colleges. He has been married over 25 years, and both he and his wife were born and raised in Pittsburgh. His newer hobbies are pickleball and disc golf.

Bob joined Strategic Path in early 2022 and is the principal of FOCUS4Financial. Bob has worked in the retirement industry since 1992. Bob has provided advisory services to hundreds of companies at FOCUS4Financial, Federated Investors, and Principal Financial.

He has created Focus on Finance Literacy, an educational resource that seeks to eradicate financial illiteracy, and is a speaker/presenter for employer-employee workshops on numerous financial topics.

Bob’s credentials include:

  • Insurance licensed in life and health insurance license.
  • He has earned the designations of Accredited Investment Fiduciary (AIF®), Retirement Income Certified Planner (RICP®), Certified Plan Fiduciary Advisor (CPFA), and Professional Plan Consultant (PPC).

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