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The Rational Reminder Podcast · Thursday, July 30, 2026

Louis Bose Wins 2026 National Financial Planning Awards

Louis Bose, a Wealth Advisor and Associate Portfolio Manager at PWL Capital, has won the 2026 National Financial Planning Awards. His winning submission included a written financial plan and its accompanying presentation to a panel of peers and judges.

personLouis BosecompanyPWL Capital

The tape

1 quote
He recently won the National Financial Planning Awards 2026 edition with his submission of a written financial plan and its accompanying presentation to a panel of peers and judges.
Benjamin Felix
Heard on The Rational Reminder Podcast — “Answering Your Financial Questions | #420, published Thursday, July 30, 2026. Heardvine summarizes and quotes with attribution and timestamps, and links to the original everywhere.
Transcribed via Gemini audio transcription · $0.08
Louis Bose Wins 2026 National Financial Planning Awards — Heardvine