ROBERT (BO) CALDWELL, CFP®ChFC®AAMS®

Wealth Planner

IMPACT WEALTH MANAGEMENT

 

I work hard with my clients to pursue their maximum financial potential.  Experience has taught me that no two situations are the same.  I pride myself on being able to tailor individually built roadmaps for each family, bridging the gap between where our clients are today, and where they want to go.  I am a fourth-generation Portlander, but left to study Marketing and Finance at the University of Oregon and California State University Dominguez Hills earning my business degree before moving home to build my practice.

 

I am a CERTIFIED FINANCIAL PLANNER™ (CFP®), as well as a CHARTERED FINANCIAL CONSULTANT™ (ChFC®), and an ACCREDITED ASSET MANAGEMENT SPECIALIST™ (AAMS®). The knowledge and training that comes with earning these designations have helped me become the go-to financial resource for our clients no matter the situation.

 

I live in SW Portland with my wife Megan and our three children: Connor, Cameron, and Charley.  When I’m not in the office, I enjoy family time, hacking my way around the golf course, a cold IPA, and a good steak.

 

 

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

 

 

Perspective

We look at the bigger picture, thinking of our clients’ futures from multiple points of view.

Honesty

Our clients trust us because we always give it to them straight – and we always welcome straight talk back.

Personality

Other firms offer similar packages, services, options and funds, but the person you work with – how they handle themselves, the way they show they care – makes a difference.

Professionalism

When you call, we do

our best to quickly resolve any

issue or question you have. You won’t get caught up in some automated customer service system or process loop – you’ll get someone ready and

able to help.

5441 SW Macadam Ave. Ste 301

Portland, OR 97239

Tel: 503-248-0561

Toll Free: 877-248-0561

Email: info@impactbenefits.com

 

Impact Benefits & Retirement © 2017. All Rights Reserved.

 

 

Advisory services offered through LPL Financial, member FINRA/SIPC and a registered investment advisor. Investment advice may also be offered through Financial Advocates Advisory Services, a registered investment advisor, DBA Impact Benefits & Retirement and a separate entity from LPL Financial.

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