James Bowman (CFP®)
James Bowman focuses in the
following client markets or areas of practice:
- Business Owners
- Financial Psychology/Coaching
- Medical Professionals
- Millennials
- Retirement Plan Investment Advice
- Tax Planning
- Business Owners
- Financial Psychology/Coaching
- Medical Professionals
- Millennials
- Retirement Plan Investment Advice
- Tax Planning
NAPFA Start Date
February 25, 2021