Robert (Bo) Friedman leads our team with more than 40 years of experience in the financial services industry. Bo has served his clients’ financial interests through hard work and a common-sense approach to investing. His extensive experience navigating various market cycles enables him to help clients design well-balanced portfolios tailored to their specific financial goals and objectives.
Bo began his financial career in 1982 as a registered representative with Merrill Lynch after earning a bachelor’s degree in business from the University of Pittsburgh. In 1998, he joined a predecessor firm of Wells Fargo Advisors as a registered representative.
Bo has achieved his distinguished career in the financial services industry based on several key principles: putting clients’ needs and interests first, providing exceptional personal service, and maintaining the superior work ethic. Bo holds his general securities registrations and insurance licenses, and the Certified Retirement Counselor® designation.
Beyond his professional work, Bo serves on the board of the Pennsylvania SPCA, reflecting his deep commitment to animal welfare. He has adopted dozens of homeless dogs over the years and currently cares for five, with plans to continue supporting rescue efforts. In his free time, he enjoys playing golf and pickleball.
Certificates
- CRC®
Licenses
- CA Insurance License Number 0G09752. Resident State PA