Nathan Bowen (CFP®)
Nathan Bowen focuses in the
following client markets or areas of practice:
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Corporate Executives
- Entrepreneurs
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Corporate Executives
- Entrepreneurs
Planning Specialties
- Medical Doctor
- Resident/Residency
- Dentist
- Oral and Maxillofacial Surgeon
- Lawyer
- Medicare
- Social Security
Additional Information
Nate Bowen serves as the Chief Planning Officer and works with the the financial planning team to develop long-range strategic plans for our clients. Nate graduated from Texas Tech University, completing a Master of Science degree in Personal Financial Planning and is a CERTIFIED FINANCIAL PLANNER™ practitioner. Nate brings several years of experience to our team, formerly having worked for a nationally recognized retirement planning firm.
NAPFA Start Date
March 07, 2017
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