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Bo Hanson

Bo Hanson

Partner at Abound Wealth Management

Franklin, TN , United States

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

OrganizationRoleDate RangeDetails
Abound Wealth ManagementPartnerDec 2016 to Present
The Money-Guy ShowCo-Host and ProducerApr 2008 to Present
Preston & Cleveland Wealth Management, LLCFinancial AdvisorApr 2008 to Nov 2016
Northwestern MutualFinancial Representative InternApr 2007 to Dec 2007

Education

The University of Georgia

BSFCS, Family Financial Planning

Others at Abound Wealth Management (2)

NameRoleLocation
Brian Preston
Brian Preston
Managing PartnerNashville, TN , United States
Matt Hoffner
Matt Hoffner
PrincipalFranklin, TN , United States

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