Rob Caverly, *CFP®, **CSRIC®, ***CRPC™
Rob Caverly, *CFP®, **CSRIC®, ***CRPC™
President, Partner
E-mail:
rob@bondanddevick.com Rob serves as President of Bond&Devick, where he is passionate about helping clients build financial confidence through personalized, comprehensive planning strategies and education. Since joining the firm in 2014, he has advanced to the Board of Directors in 2017, Partner in 2018, and President in 2023. Rob oversees day-to-day business while ensuring the team has the resources needed to deliver exceptional client service.
With experience across the business landscape, particularly in financial services, Rob works with our team to bring practical knowledge and strategic insight to complex financial situations. His commitment to client education has helped numerous families navigate important financial transitions with confidence.
Rob graduated from Bethel University with a degree in Management and Marketing. Dedicated to ongoing professional development, he obtained his CERTIFIED FINANCIAL PLANNER™ designation in 2016, followed by his Chartered Retirement Planning Counselor™ and Chartered SRI Counselor™ designations, reflecting his expertise in retirement and sustainable investing strategies.
When not serving clients, Rob enjoys games —particularly soccer, football, board games, and golf—both as a participant and spectator. An avid reader and accomplished traveler who has visited all 50 states, Rob cherishes time spent with friends and family above all else.
*CERTIFIED FINANCIAL PLANNER™ **Chartered SRI Counselor™ ***Chartered Retirement Planning Counselor™
