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About
Bo Hanson, CFA, CFP®, is a co-founder and Partner at Abound Wealth Management, based in Franklin, TN. He serves as Chief Investment Officer (CIO) and Chief Compliance Officer (CCO), where he guides the firm's long-term strategic vision and leads asset management, investment policy, and regulatory oversight for a clientele ranging from business owners and corporate executives to high-net-worth families and medical professionals. His investment expertise covers holistic financial planning, portfolio construction, retirement planning, and insurance analysis, with a focus on diversified asset classes and risk-adjusted growth tailored to individualized client needs.
Bo’s career began as a Financial Advisor at Preston & Cleveland Wealth Management, LLC, before co-founding Abound Wealth in 2016. He is also known for co-hosting and producing the award-winning podcast, The Money Guy Show, which provides guidance on topics from budgeting and personal finance to investment strategies, reaching a broad national audience through multiple media features including Fox Business, Forbes, and US News.
He holds a Bachelor of Science in Family Financial Planning from The University of Georgia, graduating summa cum laude, and has achieved both the Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ (CFP®) credentials. Bo’s notable contributions include simplifying financial concepts for everyday investors and advancing industry best practices across wealth management and investment advisory sectors.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Abound Wealth Management | Partner | Dec 2016 to Present | — |
| The Money-Guy Show | Co-Host and Producer | Apr 2008 to Present | — |
| Preston & Cleveland Wealth Management, LLC | Financial Advisor | Apr 2008 to Nov 2016 | — |
| Northwestern Mutual | Financial Representative Intern | Apr 2007 to Dec 2007 | — |
Education
The University of Georgia
BSFCS, Family Financial Planning
Others at Abound Wealth Management (2)
| Name | Role | Location |
|---|---|---|
| Managing Partner | Nashville, TN , United States | |
| Principal | Franklin, TN , United States |
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