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
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