Bo Cauble

Bo Cauble was born and raised in Charlotte, North Carolina, and still proudly calls it home today. A graduate of UNC Charlotte with a degree in Finance, Bo has built his entire 25-year career in financial services. He began at firms including Smith Barney, Bank of America, and Wells Fargo (formerly First Union), where he gained deep experience in wealth management and client service. When the opportunity arose to work alongside his father—helping local government employees organize, protect, and maximize their unique benefits—Bo found both purpose and passion in guiding others through life’s financial complexities.

Drawn to Consolidated Planning’s leadership and client-first philosophy, Bo found a professional home that matched his values. He appreciates CP’s comprehensive approach to financial planning and the resources that help him create tailored strategies for every client. Bo focuses on serving state and local government employees, family business owners, and public servants such as police and fire chiefs, city managers, and educators. His philosophy is simple yet impactful: no two financial plans should look alike. Each client deserves a flexible, personal strategy that reflects their goals, lifestyle, and legacy.

Bo’s mission is to help clients turn their “wish lists” into realities through meaningful, authentic conversations and ongoing collaboration. Known for his energy and enthusiasm, Bo truly loves what he does—believing that when you find a career you’re passionate about, it never feels like work. Outside of client meetings, he enjoys cheering for the Charlotte 49ers and Chelsea FC, and giving back through his role on the UNC Charlotte Foundation Board. Alongside his wife and business partner, Angie, Bo continues to build lasting relationships and a business grounded in trust, care, and community.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Consolidated Planning, Inc. is not an affiliate or subsidiary of PAS or Guardian.