Bo Hanson (CFA, CFP®)
Bo Hanson focuses in the
following client markets or areas of practice:
- Business Owners
- Corporate Executives
- Entrepreneurs
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Business Owners
- Corporate Executives
- Entrepreneurs
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
Planning Specialties
Bo Hanson serves as the CIO and CCO of Abound Wealth while helping drive the long-term strategic vision and planning for the firm. He’s passionate about all things finance, and loves helping people make smart financial decisions. He knows it’s extremely fulfilling when solid financial planning “clicks” for the people he serves.
Bo is also the co-host of the award-winning podcast, The Money Guy Show, where he and Brian Preston share guidance and insight on topics ranging from clipping coupons to saving for retirement -- and everything in between. He has been featured in and contributed to Fox Business, Banrkate.com, Time, Yahoo! Finance, Forbes, US News and World Report, and more.
Additional Information
Away from the firm, Bo loves spending time with his wife, Jenna, and their daughter, Barrett. They live in Franklin, Tennessee and attend Fellowship Bible Church. He serves on the board of Preston Taylor Ministries, an organization that provides mentoring, education assistance, and discipleship to youth in Nashville. In his spare time, he loves staying active and being outdoors.
NAPFA Start Date
September 07, 2012