Paul O’Bold is a Financial Planner for the Private Wealth division of Ronald Blue Trust and serves clients out of the office in Indianapolis, Indiana.
As a CERTIFIED FINANCIAL PLANNERTM certificant, Paul supports John Miley and Jeff Huitsing, 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 Bachelors degree 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 live in the Indianapolis area.