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Our Approach

Our Approach

Our Company 

Our Company 

Meet Our Team

Meet Our Team

Wealth Management FOR LIFE 

WELCOME TO DAVID BOWEN, CFP<sup>&#174;</sup>

WELCOME TO DAVID BOWEN, CFP®

David Bowen, CFP® was founded with the goal of assisting our clients in every aspect of their financial lives. We’re dedicated to only one goal: providing excellent client service. We have no affiliation with investment banks and sell no proprietary products. Our only ambition is to provide our clients with competent, independent, and objective investment advice.

Our Team

David Bowen, CFP®

David Bowen, CFP® is a firm specializing in working with retired and nearly retired people since 1996. Dave worked for a major brokerage firm eight years before beginning his own planning and management firm in 2004. Dave offers...

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Sherilyn Stockert

Administrative Assistant

Sherilyn’s warm smile and personality along with her professional and proficient office management make her an ideal first-contact person at the front desk. Her many years of experience in customer service and administration - in...

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