Rob Caverly (CFP®, Chartered SRI Counselor™, CRPC®)
Rob Caverly focuses in the
following client markets or areas of practice:
- AUM
- Baby Boomers
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Corporate Executives
- AUM
- Baby Boomers
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Corporate Executives
Planning Specialties
Investment Management
Socially Responsible Investing
Additional Information
Rob joined the Bond&Devick team in 2014. In 2017 he joined Bond&Devick’s Board of Directors and was named Partner in 2018. He oversees Bond&Devick’s Wealth Management and Operations departments. Rob also directs our research on Sustainable, Responsible and Impact investing. He keeps Bond&Devick in the forefront of SRI investing. Rob has many years experience in various aspects of the business world, including the financial industry. He graduated from Bethel University with a degree in management and marketing.
Rob enjoys watching and participating in various sports, especially soccer, football, and golf. He loves to travel and has been to all 50 states. Rob lives in Edina with his wife, Carey, their two daughters Savanna and Mikaela.
NAPFA Start Date
February 15, 2024
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