Rhonda Bowden (CFP®, CRPC®)

Planning Specialties

Some examples may include: Credit card, student loan debt 401k, 403b review Budget planning Going on a trip Buying a car Buying a house Retirement Income Planning Intergenerational asset transfers College Savings planning Life Insurance review Charitable gift planning Integrated tax planning Widows sudden changes to finances Divorce financial changes to income/expenses work-related benefit analysis Develop Investment Policy Statement Identify asset classes appropriate for client portfolios Conduct due diligence for investment options Choose investments for the plan Develop model portfolios for plan participants Maintain and rebalance model portfolios Monitor and observe investment expenses Assist plan participants in selecting investments

Additional Information

I have spent my career working in finance as a Certified Financial Advisor, entrepreneur, and real estate investor. As a widow I have personally experienced the hardship of losing a loved one and navigating the financial changes that occur. For the last 15 years I have done financial planning as a federal contractor for the Department of Defense/Military. My main focus has been centered on developing income streams in order to safeguard assets and create a workable plan for a secure retirement. When I'm not working, I enjoy reading, long walks on the beach with my dog Lilly and spending time with my grandchildren.

NAPFA Start Date

January 05, 2024

Submit
Submit

This Office

77 State Street Portsmouth, NH 03801 Phone: (603) 686-9554