Jamie Bosse

Financial Planner Author Money Boss Mom @Cgn Advisors, Llc

Manhattan, KS, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jul 2024 — Present

Financial Planner Author Money Boss Mom @Cgn Advisors, Llc

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Manhattan, KS, US

In my role as a Financial Planner, I get to help individuals and families navigate the complexities of their financial lives. I believe that a strong financial foundation is crucial for achieving long-term goals and providing peace of mind. My mission is to empower families to understand, manage, and improve their financial situations, so they can focus on what truly matters—building a secure future with the ones they love most.Bringing 20+ years of experience to the table, I work with clients to create personalized strategies that align with their unique needs and aspirations. Whether it’s saving for a child’s education, purchasing a first home, or planning for retirement, I am committed to providing clear, actionable guidance and support every step of the way.I understand that financial planning can often feel overwhelming, especially for those just starting out. That’s why I prioritize education and transparency, ensuring that my clients feel confident and informed about their financial decisions. By fostering a collaborative and trusting relationship, I strive to demystify the financial planning process and make it accessible and achievable for everyone.I am passionate about making a positive impact in the lives of young families and helping them create a secure financial future. Let’s work together to turn your financial dreams into reality.Investment advisor representative of and investment advisory services offered through CGN Advisors, a Fee‐Only SEC registered investment advisor

EDUCATION

2000 — 2004

Kansas State University

Bachelor of Science (B.S.)

ABOUT JAMIE BOSSE

In my role as a Financial Planner, I find it extremely rewarding to help individuals and…

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