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.