Bob Walsh CPFA, QKC, QKA in

Bob Walsh CPFA, QKC, QKA

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Retirement Plan Consultant at CBIZ
📍 Boca Raton, Florida, United States

Bob is a Retirement Plan Consultant at CBIZ, where he assists business owners and plan sponsors with retirement plan design and management. He holds CPFA, QKC, and QKA designations and a BBA from Florida Atlantic University. Colleagues describe him as driven, dependable, and strategic.

Bob is a United States Marine Corps veteran, where he served in the Infantry as an Instructor and Range Safety Officer. He is passionate about simplifying complexity for plan sponsors and helping them strengthen their fiduciary processes, drawing on his leadership experience.

Before entering the financial industry, Bob was an Infantry Instructor in the U.S. Marine Corps.

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Experience
12 Years
Current Role
Retirement Plan Consultant
Job Level
Mid-senior
Location
Boca Raton, Florida, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Bob cares about

Retirement Plan Design
He specializes in helping businesses design and manage retirement solutions, including 401(k), 403(b), and defined benefit plans to improve outcomes.
Fiduciary Consulting
A core focus of his work is consulting directly with fiduciaries to help them optimize plan design and strengthen their internal processes.
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Career

Work history

5-2026
Retirement Plan Consultant
CBIZ
10-2017 - 5-2026
Retirement Plan Advisor
Slavic401k
3-2006 - 3-2010
Infantry
United States Marine Corps
In the press

Media appearances

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Education
2015 - 2017
Bachelor of Arts - BBA
Florida Atlantic University - College of Business
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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