As the firm’s owner and lead wealth advisor, Erik supports the firm’s clients with custom financial planning solutions. He provides detailed retirement planning strategies, investment management, Social Security planning and tax-efficient retirement distribution strategies. He believes in the importance of providing clear, concise advice to help alleviate his clients’ fears, which allows them to make confident decisions. His pinnacle goal is to help clients live their retirement dreams.
Erik has a bachelor’s degree in business administration from the University of Colorado and was honored as a Distinguished Military Graduate while in ARMY ROTC. He served six years of active duty in the U.S. Army, was honored with the Army Commendation Medal and was also inducted into the 7th Corps Hall of Dragoons.
Erik holds the Retirement Income Certified Professional (RICP) and is also a certified National Social Security Advisor (NSSA). He passed the FINRA Series 7, 24 and 66 exams, is life insurance licensed, and he also holds a long-term care certification in the state of Colorado.
Phone: 720-879-1349 | Email: erik@bowmanfinancialstrategies.com | Website: www.bowmanfinancialstrategies.com
