Nathan Bowen
Fiduciary financial planning tailored for professionals, families, and those navigating important life transitions—serving doctors, execs, entrepreneurs, attorneys, dual-income households, divorcees, widows, and parents.
- Role
- Senior Vice President Financial Advisor at Wealth Enhancement
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Nathan Bowen
I am a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Estate Planner® and I…
Experience
Senior Vice President Financial Advisor
Jun 2024 — Present
Wealth Enhancement is a national independent wealth management firm dedicated to enriching clients’ lives. We provide each client with a tailored financial plan, as well as access to advanced services for investment management, estate planning, tax strategy, and beyond. Since 1997, Wealth Enhancement has delivered specialized knowledge, attentive service, and integrated planning to help clients craft their future. Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group.
Education
University of Utah
BS, Psychology
2000 — 2004
Texas Tech University
Masters, Personal Financial Planning
2011 — 2013
Skills
- Rollovers
- Ira Rollovers
- Customer Relations
- 401k Rollovers
- Personal Planning
- Investment Selection
- Retirement Income Strategies
- Education Savings
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