Bobby Bowen, CFP™

I find immense joy in helping people navigate their finances and plan for retirement. The work is not only fulfilling but also incredibly interesting and engaging. Growing up, I was always fascinated by investing and finance, which naturally led me to this career. My dad, Chris Bowen, started our family practice, so I was raised around the financial industry and learned its intricacies from an early age.

Meeting with clients and working alongside them to achieve their financial goals is one of the most rewarding aspects of my job. I have a deep personal interest in investing, financial planning, and economics, which keeps me motivated and constantly learning. One of the major attractions for me was the opportunity to work in our family business, where I can combine my professional skills with my personal passions.

Born and raised in Charlottesville, VA, I have a strong connection to our community and am dedicated to helping my neighbors achieve financial success.