Robert 'Bo' Brinkman, CFP®
Financial Advisor
Bo Brinkman, CFP® started with Capital Asset Management Group as their first Financial Planning Intern in 2013. He has progressed from intern to Associate Planner, Senior Associate, and has been a Certified Financial Planner since 2019. With 12+ years of experience with the company, he understands both the fundamentals of the business and the importance of providing innovative solutions to our clients.
Bo works with a wide variety of clients, from young adults just starting their investment journey to clients needing to make the switch to assisted living, and everyone in-between. He prides himself on a thoughtful and compassionate approach to planning, caring most about helping people navigate the various obstacles life throws at them. His education-based approach provides clients with the confidence to make smart decisions to achieve their financial goals.
Bo is originally from Louisville, KY and moved to the area after graduating from the University of Notre Dame with a degree in Finance. He currently splits his time between DC and Rochester, NY while his wife Kate pursues her PhD. When not working, he enjoys running, playing with his dog Murphy, Notre Dame football, and educating people on the proper way to pronounce Louisville.
Check the background of this investment professional on FINRA’s BrokerCheck.