Bo Hanson, CFA, CFP®

Bo Hanson, CFA, CFP® is a prominent figure in the financial planning and wealth management industry. He is a Partner at Abound Wealth Management, where he plays a crucial role in helping clients achieve their financial goals.12

Professional Background

Bo co-founded Abound Wealth and serves as the Chief Investment Officer (CIO) and Chief Compliance Officer (CCO) of the firm. In this capacity, he contributes to the long-term strategic vision and planning for the company.1 His career in finance began early, as he started working as a financial advisor before he reached the legal drinking age.1

Education and Certifications

Bo graduated Summa Cum Laude from the University of Georgia with a degree in Family Financial Planning.2 He holds two prestigious certifications in the financial industry:

1. Chartered Financial Analyst (CFA), obtained in August 2012
2. CERTIFIED FINANCIAL PLANNER™ (CFP®), obtained in March 20112

Professional Experience

Bo's career trajectory includes:

• Partner at Abound Wealth Management (January 2017 - Present)
• Financial Advisor at Preston & Cleveland Wealth Management, LLC (May 2008 - December 2016)
• Financial Representative Intern at Northwestern Mutual (May 2007 - January 2008)2

Media Presence

In addition to his role at Abound Wealth, Bo is well-known for co-hosting and producing the award-winning podcast, "The Money Guy Show." On this platform, he and his co-host Brian Preston provide guidance on various financial topics, from everyday budgeting to retirement planning.12

Personal Life

Bo resides just south of Franklin, Tennessee, with his wife Jenna and their three children: Barrett, Baylor, and Stone. Outside of work, he enjoys staying active, spending time outdoors, attending Stonebridge Bible Church, and participating in his children's activities.1

Expertise and Approach

Bo is passionate about finance and takes pride in helping people make informed financial decisions. He specializes in investment management and retirement planning, bringing his expertise in insurance analysis to his work. His approach combines competence with compassion, focusing on providing holistic, client-centered financial services to high net worth individuals and families.