Current Role and Responsibilities
Steve Chen serves as Chief Product Officer (CPO) at Boldin, Inc., a company specializing in collaborative financial planning solutions for consumers, enterprises, and financial advisors through innovative software and embedded digital tools. He joined Boldin approximately seven months ago, as announced on his LinkedIn profile. His role encompasses product lifecycle integration, notably incorporating AI into product design and development to enhance financial planning capabilities. He is actively building the product and team vision to prepare Boldin for upcoming funding rounds, reflecting strategic leadership at a growth-stage fintech platform.
Professional Background and Expertise
Prior to Boldin, Steve Chen held roles including Registered Representative at American Global Wealth Management and is credentialed as a Certified Financial Educator (CFEd). His experience also includes deep involvement in wealth management and financial education, aimed at empowering business owners to protect assets while optimizing financial outcomes. His background merges financial services expertise with product innovation and technology-driven financial wellness solutions.
Company and Product Highlights
Boldin, formerly known as NewRetirement, is recognized in the financial technology space for delivering award-winning financial and retirement planning software. It has attracted notable co-investors such as Northwestern Mutual, Nationwide Ventures, Ulu Ventures, and Allegis Capital. Boldin was recently acknowledged as the Best Financial Planning Software, underscoring its growing presence and market validation.
Boldin’s software targets a broad audience—from individual consumers to financial advisors—providing tools designed to help clients achieve financial confidence and plan for retirement with clarity and purpose. The product’s value proposition includes AI-powered features and a collaborative platform enhancing long-term financial well-being.
Thought Leadership and Public Presence
Steve Chen hosts and produces The Boldin Your Money Podcast (formerly NewRetirement Podcast), which has released 97 episodes since 2018 with a strong focus on retirement planning, financial wellness, and purposeful living. The podcast holds a 4.4 out of 5 rating with 181 reviews, highlighting its reception as a trusted educational resource within the financial planning community.
The podcast includes expert interviews and actionable insights on topics such as Social Security planning, tax-efficient investing, retirement income strategies, and the emotional and psychological dimensions of wealth building. Recent episodes feature industry leaders engaged in content around financial literacy, behavioral finance, and emerging fintech trends, positioning Steve Chen as a knowledgeable and influential voice in the sector.
Strategic and Market Positioning
Steve’s leadership at Boldin is marked by a clear focus on leveraging technology—particularly AI—to drive the next generation of financial planning solutions. His vision aligns with Boldin’s trajectory to scale its product's reach among busy professionals and entrepreneurs, helping clients build wealth and retire smarter.
The company is currently expanding, actively hiring for key roles to grow the product and development team, which indicates a phase of scaling and product enhancement. This growth is supported by previous investments and partnerships with heavyweight strategic investors, signaling both financial stability and industry confidence.
Additional Relevant Information
- Steve Chen is engaged in community and industry advocacy, sharing insights regularly through LinkedIn posts and media outlets.
- Testimonials and public endorsements from peers emphasize his and Boldin’s commitment to innovation and achieving bold goals in financial technology.
- Boldin’s platform enjoys recognition from the venture capital community and fintech veterans, further validating its market-fit and strategic importance.
In summary, Steve Chen’s profile at Boldin demonstrates a combination of seasoned financial expertise, strategic product leadership, and a strong public presence through thought leadership channels. His role is pivotal in evolving Boldin’s product suite powered by AI and curated for a diverse set of financial planning users, supported by a healthy venture ecosystem and a clear growth trajectory.
