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Bob French, CFA

I am Bob French, CFA, Chief Investment Officer and Head of Marketing at Parkwoods Wealth Partners. My work focuses on retirement planning, charitable giving and legacy planning, and tax-aware financial planning, with a particular emphasis on evidence-based investment strategy and clear financial communication. I bring nearly two decades of experience across investment management, analytics, and financial planning. Before joining Parkwoods, I served as Managing Principal at McLean Asset Management and Retirement Researcher, where I led investment strategy and developed tools and educational resources focused on retirement decision-making. Earlier in my career, I worked at inStream Solutions designing financial planning analytics, and at Dimensional Fund Advisors developing analytical tools and advisor education. These roles shaped how I think about rigor, transparency, and practical application in investment strategy. I earned the Chartered Financial Analyst designation in 2010 and continue to focus on making complex financial concepts understandable and usable in real planning decisions.

Free Workbook

Retirement is about more than numbers.

A guided workbook to help you and your spouse talk through what matters most in the next chapter – before making financial decisions.

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