Thank you for your interest in Bowman Financial Services, specialists in retirement planning and assest management. We realize your retirement is a big decision and know the uneasiness you may experience. Our firm has been helping retirees and those about to retire since 1995. We have a structured program for assisting you with your retirement planning and managing your assets on an ongoing basis after you retire.
We adhere to the practice standards and methods of the Certified Financial Planner Board of Standards, the professional regulatory organization that fosters professional standards in personal financial planning. This provides the public with access to and benefits from competent and ethical financial planning.
We adhere to the practice standards and methods of the Certified Financial Planner Board of Standards, the professional regulatory organization that fosters professional standards in personal financial planning. This provides the public with access to and benefits from competent and ethical financial planning.
Services
Gary Bowman has been assisting investors for nearly 30 years. His career began as a retirement planning specialist with Dean Witter Reynolds in 1990. In 1995, he established his own consulting firm specializing in a comprehensive approach to financial and retirement planning.
Gary has taught several financial strategy workshops and classes over the past 25 years including "Basic Investing" at Orange Coast Community College and "Successful Retirement Planning" though Fountain Valley Community Services Department.He has personally sponsored "Six Mistakes Retirees Make with Their Finances and How to Avoid Them."
Gary has taught several financial strategy workshops and classes over the past 25 years including "Basic Investing" at Orange Coast Community College and "Successful Retirement Planning" though Fountain Valley Community Services Department.He has personally sponsored "Six Mistakes Retirees Make with Their Finances and How to Avoid Them."
Bowman Financial Services offers first class service, educational workshops and client appreciation events throughout the year. Along with our ELITE SERVICES, we keep our clients informed with market updates and economic workshops through dinner events and special occasions. We would love to have you be a part of our CLIENT INTRODUCTION PROGRAM.
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