Paul O’Bold

Paul O’Bold

CFP®, CKA®
Senior Financial Planner
Indianapolis, IN
paul.obold@bluetrust.com
(317) 582-0700
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Paul O’Bold is a senior financial planner for the Private Wealth division of Blue Trust and serves clients out of the office in Indianapolis, Indiana.

As a CERTIFIED FINANCIAL PLANNERTM certificant, Paul supports John Miley and Tim Bowman, Sr. Private Wealth Advisors, by helping analyze clients’ overall financial condition and develop customized recommendations designed to help them realize their financial and life goals. He evaluates a client’s estate, insurance, tax, investment, giving, retirement, trust, and cash flow considerations and brings them together to create a comprehensive plan tailored specifically to the client’s needs.

Prior to joining the company, Paul worked for Harber Group, LLC where he helped analyze clients’ investment portfolios and income plans as they prepared for retirement and continued to monitor through their retirement.

Paul earned his BS in finance from Anderson University and was part of the university’s honors program.

Paul is an active member of his local church where he is involved in Small Group and plays in a basketball league.

He and his wife, Keri, have one son and one daughter, and live in the Indianapolis area.

 
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We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE

Resources

Economic Review & Outlook Second Quarter 2024

Introducing Blue Trust’s New CEO

Can a Charitable Distribution Help You Meet Your IRA Required Distribution?

Economic Review & Outlook Second Quarter 2024

Introducing Blue Trust’s New CEO

Can a Charitable Distribution Help You Meet Your IRA Required Distribution?

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Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
**All financials are as of 12/31/23 and subject to change.
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