CERTIFIED FINANCIAL PLANNER(tm) Professional @ Capital Management Partners, LLC (January 2007 - November 2021)
Financial Planner @ (December 2004 - December 2006)
Financial Planner @ Financial Perspectives (January 2002 - January 2004)
George Bowen Education
Boston University
Certificate (Financial Planning)
2004-2006
Saint Michael's College
Bachelor of Science (B.S.) (Accounting)
1988-1992
PRHS
George Bowen Skills
Estate Planning
Financial Reporting
Investment Strategies
Public Speaking
Retirement Income Planning
Retirement Plan Consulting
Investment Advisory
Financial Analysis
Retirement Planning
Wealth Management
George Bowen Summary
George Bowen, based in Reading, MA, US, is currently a Founder at Charted Wealth. George Bowen brings experience from previous roles at Capital Management Partners, LLC, Baystate Financial Services and Financial Perspectives. George Bowen holds a 2004 - 2006 Certificate in Financial Planning @ Boston University. With a robust skill set that includes Estate Planning, Financial Reporting, Investment Strategies, Public Speaking, Retirement Income Planning and more. George Bowen has 1 emails and 3 mobile phone numbers on RocketReach.
Looking for a different George Bowen?
Find contact details for 700 million professionals.