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

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


This Office

5599 San Felipe St Ste 900 Houston, TX 77056-2724 Phone: (713) 627-7660 Fax: (713) 627-9828