Robert (Bo) Dewell Anderson III, CFP^®

Designations and licenses

Bo is a is a CERTIFIED FINANCIAL PLANNER™ professional. He is also a licensed health, life and variable insurance agent.

Experience and education

As a senior wealth advisor, Bo serves as a trusted partner to clients helping them create a plan to reach their financial goals today, tomorrow and in the future. In addition, Bo specializes in working with a client’s CPA to provide integrated wealth planning and investment strategies by integrating estate planning, risk management and retirement planning into a client’s unique and customized wealth plan. Prior to joining Mariner, Bo was a partner, vice president and financial planning consultant at HK Financial Services.

Bo graduated from the University of Iowa with a degree in economics.

Personal interests

In his spare time, Bo enjoys attending his boys’ athletic events, golfing, running and spending time with family. He is also a volunteer at the Boys and Girls Club.

Bo’s Office

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.