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Bo Anderson, CFP®*†Financial Planning Consultant

Experience

Bo Anderson is a partner and financial planning consultant at HK Financial Services (HKFS). In collaboration with a client’s CPA, Bo provides integrated planning and investment strategies for growing and protecting clients’ wealth. He designs personalized wealth management solutions by integrating estate planning, risk management and retirement planning based on each client’s unique objectives and priorities. He is a registered representative with ProEquities, Inc. He is also a licensed health, life and variable insurance agent.

Credentials

Series 6, 7, 63 and 66 securities licenses
Certified Financial Planner (CFP®)

Education

B.A. in economics, University of Iowa, Iowa City, Iowa

Community Involvement

Bo is a volunteer at the Boys & Girls Club.

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