Bo Caldwell, CFP®, ChFC®, AAMS®
Bo Caldwell, CFP®, ChFC®, AAMS® is the Vice President of Price Financial Group Wealth Management. He is a Certified Financial Planner™ (CFP®), Chartered Financial Consultant™ (ChFC®), and Accredited Asset Management Specialist™ (AAMS®). Bo is also a completely independent and fiduciary RIA with seven years of extensive experience. He specializes in holistic financial planning, estate tax, retirement planning, and college savings planning. Because he is a fiduciary, Bo only does what is in the best interest of his clients and their individual needs. He understands that no two situations are alike, and he works diligently to make investing simplified so that his clients can achieve their financial goals.
Simplify Your Investments, Because What You Don't Know Can Hurt You.
Are you ready to simplify your life?