Steve Chen⁠

I run a financial planning software company and host a podcast.

Experiences

Follow Steve for more...

By using this service, you agree to the Terms of Service and Privacy Policy.

Steve Chen⁠

I run a financial planning software company and host a podcast.

Experiences

Follow Steve for more...

Steve Chen⁠

I run a financial planning software company and host a podcast.

Experiences

Follow Steve for more...

By using this service, you agree to the Terms of Service and Privacy Policy.

Steve Chen⁠

About

Experiences

Founder & CEO@BoldinGive 65K subscribers advisor-grade planning

Podcast Host@BoldinInterview Nobel winners on money and time

Founder & CEO@BoldinStarted with my mom's retirement spreadsheets

SEC Ventures - Consulting, Building, Investing@SEC VenturesBootstrapped a 7-figure consulting firm

Director, Core Portfolio Services@Charles SchwabWrote software for Schwab in the early days

Co-founder, Vice President, Sales / R&D - Board Director@Embark CorporationPut college search and admissions online

BS in Systems Engineering@Boston UniversityWorked on Trident sub navigation in college

Follow Steve for more...

Steve Chen⁠

About

Experiences

Founder & CEO@BoldinGive 65K subscribers advisor-grade planning

Podcast Host@BoldinInterview Nobel winners on money and time

Founder & CEO@BoldinStarted with my mom's retirement spreadsheets

SEC Ventures - Consulting, Building, Investing@SEC VenturesBootstrapped a 7-figure consulting firm

Director, Core Portfolio Services@Charles SchwabWrote software for Schwab in the early days

Co-founder, Vice President, Sales / R&D - Board Director@Embark CorporationPut college search and admissions online

BS in Systems Engineering@Boston UniversityWorked on Trident sub navigation in college

Follow Steve for more...

Steve Chen⁠

About

Experiences

Founder & CEO@BoldinGive 65K subscribers advisor-grade planning

Podcast Host@BoldinInterview Nobel winners on money and time

Founder & CEO@BoldinStarted with my mom's retirement spreadsheets

SEC Ventures - Consulting, Building, Investing@SEC VenturesBootstrapped a 7-figure consulting firm

Director, Core Portfolio Services@Charles SchwabWrote software for Schwab in the early days

Co-founder, Vice President, Sales / R&D - Board Director@Embark CorporationPut college search and admissions online

BS in Systems Engineering@Boston UniversityWorked on Trident sub navigation in college

Follow Steve for more...

Steve Chen⁠

About

Experiences

Founder & CEO@BoldinGive 65K subscribers advisor-grade planning

Podcast Host@BoldinInterview Nobel winners on money and time

Founder & CEO@BoldinStarted with my mom's retirement spreadsheets

SEC Ventures - Consulting, Building, Investing@SEC VenturesBootstrapped a 7-figure consulting firm

Director, Core Portfolio Services@Charles SchwabWrote software for Schwab in the early days

Co-founder, Vice President, Sales / R&D - Board Director@Embark CorporationPut college search and admissions online

BS in Systems Engineering@Boston UniversityWorked on Trident sub navigation in college

Follow Steve for more...