Bo has over 4 years of experience in the financial, investment, and retirement planning marketplace. Bo joined the industry right after his graduation from Michigan State University. Bo’s major focus is to help his clients accumulate, protect, and efficiently distribute their retirement assets through his comprehensive wealth management process. To accomplish this focus, Bo makes sure that he understands all his client’s
unique situations while also keeping their biggest concerns and goals in mind. Bo wants to help as many people as possible cross the finish line for financial independence. Bo has been recognized by Equitable as an Emerging Leader. Bo is currently working towards obtaining the CFP. Bo is very active in the community, as he is currently a coach for local 9U baseball team.
CA Insurance License # 4251924
Credentials
- Broker/Securities License Series 7
- Licensed Life, Accident and Health Insurance Agent
- Michigan State University - Bachelor of Finance
- Equitable Advisors – Registered Representative
- Emerging Leader