Bo Caldwell
Investment Advisor Rep

Bo Caldwell
Investment Advisor Rep

“We are our clients’ personal CFO.” ~Bo Caldwell

Bo is the president of Price Financial Group Wealth Management, which has been in business since 1970 and is a fiduciary Registered Investment Advisory firm (RIA). The firm uses a proprietary process for wealth management which has been developed and tested for more than 50 years. “We simplify investing, cutting through the financial jargon to make things easy to understand,” he says.

Bo is a Certified Financial Planner™ (CFP®), Chartered Financial Consultant™ (ChFC®), and Accredited Asset Management Specialist™ (AAMS®) specializing in holistic financial planning, estate tax planning, retirement planning, and college savings planning. The knowledge and training that comes with earning these designations has helped him become the go-to financial resource for his clients no matter what their situation or unique financial needs.

Bo is a completely independent fiduciary advisor with eight years of extensive experience serving clients in Oregon and Washington state. Because he is a fiduciary, he is legally and ethically bound to provide unbiased advice to each and every client, only doing what is in their best interest at all times. This is one of his biggest points of pride, and one of the most important reasons he joined Price Financial Group. “We are our clients’ personal CFO,” Bo says.

Working hard with his clients to make sure they can maximize their financial potential, Bo talks with each of them quarterly instead of just scheduling the standard yearly review. Experience has taught Bo that no two situations are exactly the same, and he makes it his mission to tailor individually-built road maps for each family, bridging the gap between where his clients are today, and where they want to go. What Bo enjoys most is helping the firm’s clients ultimately achieve a “work optional” financial status.

Bo is the co-host of the longest-running live financial talk show in America featuring a financial advisor, a CPA and an estate planning attorney. Called “Investing Simplified®”, the show can be heard in Portland every Saturday at 8am on Freedom970 and KPAM860, or listen LIVE on the web at InvestingSimplifiedRadio.com. Replays of the live program can be found every Sunday at 1pm on 1190 KEX in Portland, or anytime on the radio show archive.

Bo is married with three children, and enjoys golf, baseball and barbecue in his spare time.

Contact Bo Caldwell at bo@gces.us