Brennon Bowen CFP®, AIF®
Executive Vice President at ProFi - The Professional Financial Company- Claim this Profile
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Bio
Ryan Chai
Brennon is a unique individual with a passion for excellence that is rarely seen these days. His work ethic, interpersonal skills, humor and sharp mind contribute immensely to his overall like-ability. I would do business with Brennon, and that is saying a lot. He is an individual you can trust wholeheartedly.
Ryan Chai
Brennon is a unique individual with a passion for excellence that is rarely seen these days. His work ethic, interpersonal skills, humor and sharp mind contribute immensely to his overall like-ability. I would do business with Brennon, and that is saying a lot. He is an individual you can trust wholeheartedly.
Ryan Chai
Brennon is a unique individual with a passion for excellence that is rarely seen these days. His work ethic, interpersonal skills, humor and sharp mind contribute immensely to his overall like-ability. I would do business with Brennon, and that is saying a lot. He is an individual you can trust wholeheartedly.
Ryan Chai
Brennon is a unique individual with a passion for excellence that is rarely seen these days. His work ethic, interpersonal skills, humor and sharp mind contribute immensely to his overall like-ability. I would do business with Brennon, and that is saying a lot. He is an individual you can trust wholeheartedly.
Experience
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ProFi - The Professional Financial Company
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United States
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Financial Services
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1 - 100 Employee
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Executive Vice President
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Jan 2019 - Present
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Arista Wealth Management
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United States
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Financial Services
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1 - 100 Employee
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Associate
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Jan 2017 - Dec 2018
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Andina Family Offices
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United States
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Financial Services
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1 - 100 Employee
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Associate Wealth Consultant and Technology Specialist
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Jul 2014 - Dec 2016
Perform financial analysis in instances of retirement, education, business succession, tax, insurance, and estate planning. Research, recommend, and implement software and technology solutions to increase firm efficiency and productivity Provide the best client service over the phone and in person for any and all situations Solicit new business and provide services listed above Perform financial analysis in instances of retirement, education, business succession, tax, insurance, and estate planning. Research, recommend, and implement software and technology solutions to increase firm efficiency and productivity Provide the best client service over the phone and in person for any and all situations Solicit new business and provide services listed above
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Fidelity investments
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United States
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Financial Services
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700 & Above Employee
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Premium Relationship Associate
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Apr 2014 - Jul 2014
Contact inactive 401k participants to insure proper retirement planning
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College Planning Specialist
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May 2013 - Jul 2014
Assist clients in understanding 529 college savings plans and selling Fidelity's 529 product.
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Financial Representative
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Sep 2012 - Jul 2014
I am currently licensed with a Series 7 and 63.My job description is to assist customers with financial needs through investing in securities.
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Intern
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May 2012 - Aug 2012
I was able to learn the responsibilities of a financial representative and sit in on sales appointments with an Investment Representative. Responsibilities of a Financial Representative include- Inventory, and other operational duties- Assisting customers with basic financial needs like distributions and simple investment questions- Oversee seminars for scheduling and attendance- Assist Investment Representative in overflow situations
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Accountant
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Jan 2011 - May 2012
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Warehouse Supervisor
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Apr 2008 - Jan 2011
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NuSkin Enterprises
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Wellness and Fitness Services
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1 - 100 Employee
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Tax Accountant Internship
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Apr 2011 - Aug 2011
Compiled and prepared tax return form 5471 for over 40 foreign entities. Analyzed financial statements and converted them from foreign currency to US currency. Compiled and prepared tax return form 5471 for over 40 foreign entities. Analyzed financial statements and converted them from foreign currency to US currency.
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Utah Valley University
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United States
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Higher Education
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700 & Above Employee
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Librarian
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Sep 2007 - Dec 2008
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Champion Fitness
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Sporting Goods Manufacturing
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Gym Install Man
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2007 - 2008
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Education
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2020 - 2022
Utah Valley University
Master of Financial Planning and Analytics, Business and Personal/Financial Services Marketing Operations -
2008 - 2014
Utah Valley University
Dual Major, Accounting/Personal Financial Planning -
2006 - 2014
Utah Valley University
Personal Financial Planning & Accounting, Personal Financial Planning & Accounting
Community
