Dave Bowen, CFP®

Financial Advisor

David Bowen, CFP® has specialized in working with retired and nearly retired people since 1996.

Dave worked for a major brokerage firm eight years before beginning his own planning and management firm in 2004. After advising clients as a sole practitioner for 20 years, Dave now joins SIA and brings his decades of experience as a financial advisor to those we serve.

Dave was raised in Nebraska and has a bachelor’s degree in industrial education. He has been a Certified Financial Planner® practitioner since 2003. Before becoming a financial professional, Dave was affiliated with a third world religious organization and lived in West Africa with his family for eight years.

When not working, Dave enjoys playing the piano, flying his small plane, exercising, and brewing beer.

Southwest Investment Advisors