Meet the Team
Bob Malcolm, AIF®, RICP®, CPFA, PPC
Managing Partner and Advisor
Being someone who likes to stay active, Bob enjoys pickleball, tennis, disc golf, working out, walking his dogs, and hanging out with his family. He has four children that all went to college locally, and all went on to postgraduate education. They are all phasing into the workforce. He has been married nearly 30 years and both he and his wife, Marla, went to the same high school. They were both born and raised in Pittsburgh.
Bob joined Strategic Path Retirement in 2021 after running his own company, FOCUS4Financial, since 2014. Bob has worked in the retirement industry since 1992 with Federated Investors and Principal Financial. Bob has provided advisory services to hundreds of companies while working at these firms.
He is a national speaker for the Association of Financial Educators (AFE) and created Focus on Finance Literacy. This is an educational resource that helps to eliminate financial confusion for people that don’t do this every day. He often is a speaker/presenter for employer-employee workshops on many financial topics.
Bob’s credentials include:
- A registered investment advisor.
- Life and health insurance license.
- Designations of Accredited Investment Fiduciary (AIF®), Retirement Income Certified Planner (RICP), Certified Plan Fiduciary Advisor (CPFA), and Professional Plan Consultant (PPC).
