Nathan Bowen, CFP®, MS

Chief Planning Officer at The Financial Advisory Group
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Contact Information
us****@****om
(386) 825-5501
Location
Houston, Texas, United States, US
Languages
  • Spanish -

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Jared Snow

I have worked closely with Nathan over the last 2 in many capacities. Nate worked for me as a Sales Executive as well as Account Manager and I can speak to his honesty, integrity and hard work. In my dealings, I have seen him build successful revenue streams as well as work with partners to build relationships and reliable business plans. I would welcome working with Nathan at any time.

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Credentials

  • Ed Slott Master Elite IRA Advisor Group
    Ed Slott and Company
    Oct, 2019
    - Nov, 2024
  • CERTIFIED FINANCIAL PLANNER™ Professional
    CFP Board
    Aug, 2015
    - Nov, 2024

Experience

  • The Financial Advisory Group
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Chief Planning Officer
      • Jan 2017 - Present

    • CERTIFIED FINANCIAL PLANNER™ Professional
      • May 2013 - Present

      * Comprehensive wealth management.* Detailed cash flow analysis.* Social Security claiming techniques.* Medicare.* Long-range (retirement) analysis.* Student loan analysis.* Life, disability, property and casualty, & health insurance analysis.* Detailed estate planning analysis and flowcharts.* MoneyGuidePro, eMoney, Morningstar Office, Schwab Institutional, Fidelity Wealthscape, Quicken, Excel, Visio, Holistiplan.

  • Texas Tech University
    • United States
    • Higher Education
    • 700 & Above Employee
    • Masters Student, Personal Financial Planning
      • Aug 2011 - May 2013

      * A CFP® Board approved masters degree. * The largest and most prestigious financial planning program in the country. * NAPFA conference November, 2011. * GPA: 3.78 * Graduated May 2013 * A CFP® Board approved masters degree. * The largest and most prestigious financial planning program in the country. * NAPFA conference November, 2011. * GPA: 3.78 * Graduated May 2013

  • Interide Capital, LC
    • United States
    • Financial Services
    • Senior Account Manager - Factoring
      • Feb 2011 - Jul 2011

      * Increased factoring invoices from $800,000 to $3,000,000 in six months. * Sold factoring services to current transportation carriers and new clients. * In-depth financial risk analysis on potential clients. * Increased factoring invoices from $800,000 to $3,000,000 in six months. * Sold factoring services to current transportation carriers and new clients. * In-depth financial risk analysis on potential clients.

  • Interide Transport
    • Truck Transportation
    • 1 - 100 Employee
    • Account Executive - Outside Sales
      • Dec 2009 - Feb 2011

      * Procured freight by outbound calls. * Coordinated shipment of multiple goods simultaneously. * Flatbed, Oversized, Stepdeck * Logistics * Procured freight by outbound calls. * Coordinated shipment of multiple goods simultaneously. * Flatbed, Oversized, Stepdeck * Logistics

  • England Logistics
    • United States
    • Truck Transportation
    • 500 - 600 Employee
    • Account Manager - Outside Sales
      • Mar 2009 - Nov 2009

      Account Manager Account Manager

  • Fidelity Investments
    • United States
    • Financial Services
    • 700 & Above Employee
    • Tax Exempt- Retirement Services Specialist
      • Sep 2007 - Mar 2009

      • Top ten for the site in sales leads, 4th quarter 2007. • Team leader asset retention leads, 1st quarter 2008. • Advised participants on retirement readiness, and mutual fund choices within 403(b) plans. • Provided research and analysis on available mutual funds & facilitated trades of mutual funds. • Series 6 and 63 License. • Top ten for the site in sales leads, 4th quarter 2007. • Team leader asset retention leads, 1st quarter 2008. • Advised participants on retirement readiness, and mutual fund choices within 403(b) plans. • Provided research and analysis on available mutual funds & facilitated trades of mutual funds. • Series 6 and 63 License.

  • Poulton Associates, Inc.
    • Insurance Broker - Personal Lines Insurance
      • Mar 2003 - Mar 2004

      • Managed sizable personal lines insurance book, including auto, home, boat, and personal umbrellas. • Facilitated policy outsourcing among wholesale and general underwriting markets. • Formed strong working relationships with national underwriting companies. (Ex. Chubb, Hartford, Safeco) • Property and Casualty Insurance License. • Managed sizable personal lines insurance book, including auto, home, boat, and personal umbrellas. • Facilitated policy outsourcing among wholesale and general underwriting markets. • Formed strong working relationships with national underwriting companies. (Ex. Chubb, Hartford, Safeco) • Property and Casualty Insurance License.

Education

  • Texas Tech University
    Masters, Personal Financial Planning
    2011 - 2013
  • University of Utah
    BS, Psychology
    2000 - 2004

Community

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