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Price Financial Group | Financial Advisors | Beaverton, Oregon

Price Financial Group | Financial Advisors | Beaverton, Oregon

  • Home
  • About
    • Why Us?
    • Our Process
  • Team
    • Our Team
    • Bo Caldwell, CFP®, ChFC®
    • Matt Sudol, CFP®
    • Matt Mai, AAMS®
    • Rebecca Lovincey
    • Benjamin Hosseini
    • Erin Burke
    • Mikela Rapattoni
    • Brandt Oxley
  • Services
  • Radio Show
  • Recent Posts
  • Contact

Bo Caldwell, CFP®, ChFC®

CEO, Wealth Manager

Bo Caldwell, CFP®, ChFC®

Robert “Bo” Caldwell, CFP®, ChFC® works hard with his clients to make sure they can maximize their financial potential.  Experience has taught him that no two situations are exactly the same, and he prides himself on being able to tailor individually built road-maps for each family, by bridging the gap between where his clients are today, and where they want to go. Bo joined PFG so that he could act in a fiduciary capacity, legally and ethically providing unbiased advice to each-and-every client.

Bo is a CERTIFIED FINANCIAL PLANNER™ professional, as well as a CHARTERED FINANCIAL CONSULTANT™ (ChFC®).  The knowledge and training that comes with earning these designations has helped him become the go-to financial resource for his clients no matter the situation.

Bo has been an advisor since 2013. He graduated from California state University with a degree in Business Administration and Marketing as a focus.

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Recent Posts

  • 7 Things to Know About Social Security Before Starting Benefits
  • 3 Tax-Planning Strategies to Deploy Year-Round
  • How Will the SECURE 2.0 Act Affect Your Retirement?
  • Tax Changes for the New Year
  • Splitting Stocks

Recent Radio Shows

May 1, 2022 | Best of Investing Simplified

April 24, 2022 | Best of Investing Simplified

April 17, 2022 | Episode 16 | Mortgage Rate Hikes and Economic Cycle

April 10, 2022 | Episode 15 | Unemployment rate and Social Security options

April 3, 2022 | Episode 14 | Value of working with an advisor

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Recent Posts

  • 7 Things to Know About Social Security Before Starting Benefits
  • 3 Tax-Planning Strategies to Deploy Year-Round
  • How Will the SECURE 2.0 Act Affect Your Retirement?

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(503) 253-3000
16100 NW Cornell Rd
Suite 140
Beaverton, OR 97006

2022 Copyright © All Rights Reserved. Price Financial Group Wealth Management, Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Price Financial Group Wealth Management, Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Price Financial Group Wealth Management, Inc. unless a client service agreement is in place. Price Financial Group Wealth Management, Inc. provides strategies for estate and / or tax planning. These strategies do not constitute tax or legal advice. Consult legal or tax professionals for specific information regarding your individual situation.