Financial Advisor, CFP®
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. Dave now joins SIA and brings his decades of experience as a finanical advisor to those we serve.
Service, trust and experience are what clients expect. He strives to keep up with economic changes and investment strategies in order to provide the best advice, guidance, and management he can. You can be assured of his commitment to your satisfaction, and to your financial goals.
The prospect of building wealth through successful investing has never held more appeal. But like any market, with increased demand for financial products has come increased supply. Investors are faced with what can be daunting choices.
He can help you define your long-term investment objectives and build a personalized investment portfolio designed to pursue them. He recognizes the importance of getting to know you – your financial needs, your financial goals and your lifestyle.