Meet Bo


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.



Favorite food:


Best piece of financial advice received:

Save at least 15% of every dollar you make

Favorite quote:

“Golf is a way to ruin a nice walk in the park”

If you could meet anyone, past or present, it would be:

Dali Llama

Favorite book:

Into the Wild

Favorite movie:

Shawshank Redemption

Favorite TV show:

The Office

What motivates you:

Taking care of my family

Favorite holiday:


Something on your bucket list:

Play Pebble Beach

Place you’d most like to visit:


Biggest accomplishment:

Being a father