Blake Bozarth, CFA 📈

Blake Bozarth, CFA, is a prominent financial coach and the Founding Coach at Net Worth Coach, where he focuses on helping individuals enhance their financial literacy and build their net worth. He has a background in finance and leadership development, having previously worked in various roles at Unum, including Director of Enterprise Risk Management and AVP of Strategic Business Planning.24

Professional Background

• Current Role: Founder & CEO of Net Worth Coach (2019 - Present)
• Previous Experience:
  • Director of Enterprise Risk Management at Unum (2015-2017)
  • AVP, Strategic Business Planning at Unum (2018-2019)
  • Various roles in finance operations at Unum from 2010 to 2015.23

Education and Certifications

• Chartered Financial Analyst (CFA), awarded by the CFA Institute in August 2015.
• Bachelor's Degree in Economics, Summa Cum Laude from Covenant College.
• Notable scholarships include the William Jefferson Clinton Scholar and the Maclellan Scholar.23

Contributions and Initiatives

Blake is also the host of the Leadership On Purpose Show, where he shares insights on leadership and personal development. His approach emphasizes servant leadership and empowering individuals to take ownership of their financial journeys.12 He actively engages with his community through actionable tips delivered via his Net Worth Newsletter, aimed at fostering financial growth and freedom.1

Personal Achievements

Blake achieved a significant milestone by reaching a net worth of $1 million by the age of 28, which he attributes to strategic financial planning and discipline. He shares his experiences and strategies with others looking to improve their financial situations.2

Overall, Blake Bozarth is recognized for his commitment to helping others navigate their financial paths while promoting effective leadership principles.