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David Bowman, CFP®

David Bowman, CFP®

Financial Planning Specialist

 

Dave’s professional passion is to help people achieve the highest level of economic success possible. He earned his Certified Financial Planner designation from the CFP® Board’s Certified Financial Planning program. In his last year of studies, he interned with a large wealth management firm in Columbus, Ohio where he was responsible for offering financial planning support for hundreds of clients.

He continued with that firm in a full-time role where he helped build a seamless financial planning process for meeting preparation, delivery and implementation for each client. Dave now leads a team of CFP® professionals that operate behind the scenes and supports RMG’s advisors to bring our clients the completely custom built and unique financial and retirement plans they’ve come to enjoy. 

In his free time, Dave has a passion for helping establish a better system for planning the many considerations and decisions based around higher education. Dave is highly involved in local Financial Planning Associations and has a heart for helping others move up in the world.