ROBERT (BO) CALDWELL, CFP®ChFC®AAMS®
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.
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5441 SW Macadam Ave. Ste 301
Portland, OR 97239
Toll Free: 877-248-0561