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Nathan Bowen, CFP®, AEP®, MS

Nathan Bowen, CFP®, AEP®, MS

Insurance Broker - Personal Lines Insurance

Followers of Nathan Bowen, CFP®, AEP®, MS799 followers
location of Nathan Bowen, CFP®, AEP®, MSHouston, Texas, United States

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  • Timeline

  • About me

    Senior Vice President | Financial Advisor, at Wealth Enhancement Group

  • Education

    • Texas Tech University

      2011 - 2013
      Masters Personal Financial Planning

      Activities and Societies: Personal Financial Planning Association

    • University of Utah

      2000 - 2004
      BS Psychology

  • Experience

    • Poulton Associates, Inc.

      Mar 2003 - Mar 2004
      Insurance Broker - Personal Lines Insurance

      • 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.

    • Fidelity Investments

      Sept 2007 - Mar 2009
      Tax Exempt- Retirement Services Specialist

      • 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.

    • England Logistics

      Mar 2009 - Nov 2009
      Account Manager - Outside Sales

      Account Manager

    • Interide Logistics

      Dec 2009 - Feb 2011
      Account Executive - Outside Sales

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

    • Interide Capital, LC

      Feb 2011 - Jul 2011
      Senior Account Manager - Factoring

      * 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.

    • Texas Tech University

      Aug 2011 - May 2013
      Masters Student, Personal Financial Planning

      * 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

    • The Financial Advisory Group, Inc.

      Jan 2017 - now

      * 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.

      • CERTIFIED FINANCIAL PLANNER™ Professional

        May 2013 - now

      • Chief Planning Officer

        Jan 2017 - Jun 2024

    • Wealth Enhancement Group

      Jun 2024 - now
      Senior Vice President | Financial Advisor

      Wealth Enhancement Group is an independent financial planning firm with a team approach to comprehensive planning and a commitment to long-term client relationships. Advisory services offered through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment adviser. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC.

  • Licenses & Certifications

    • Accredited Estate Planner (AEP)

      National Association of Estate Planning Councils
      Jan 2025

    • Ed Slott Master Elite IRA Advisor Group

      Ed Slott and Company
      Oct 2019
      View certificate certificate

    • CERTIFIED FINANCIAL PLANNER™ Professional

      CFP Board
      Aug 2015
      View certificate certificate

  • Volunteer Experience

    • Elders Quorum President

      Issued by The Church of Jesus Christ of Latter-day Saints on Dec 2017
      The Church of Jesus Christ of Latter-day SaintsAssociated with Nathan Bowen, CFP®, AEP®, MS

    • Career Development Director

      Issued by Financial Planning Association of Houston on Dec 2015
      Financial Planning Association of HoustonAssociated with Nathan Bowen, CFP®, AEP®, MS