Andy Bowman, Capp, Cwpp
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Andy Bowman, Capp, Cwpp Email & Phone Number

I help CPAs and accounting professionals become the "Most Relevant Advisor" for business owners and HNW clients. at Elite Resource Team
Location: Parrish, Florida, United States 7 work roles 2 schools
1 work email found @thesagesinc.com 2 phones found area 941 and 888 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email a****@thesagesinc.com
Direct phone (941) ***-****
LinkedIn Profile matched
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Current company
Elite Resource Team
Role
I help CPAs and accounting professionals become the "Most Relevant Advisor" for business owners and HNW clients.
Location
Parrish, Florida, United States
Company size
19 employees

Who is Andy Bowman, Capp, Cwpp? Overview

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Quick answer

Andy Bowman, Capp, Cwpp is listed as I help CPAs and accounting professionals become the "Most Relevant Advisor" for business owners and HNW clients. at Elite Resource Team, a company with 19 employees, based in Parrish, Florida, United States. AeroLeads shows a work email signal at thesagesinc.com, phone signal with area code 941, 888, and a matched LinkedIn profile for Andy Bowman, Capp, Cwpp.

Andy Bowman, Capp, Cwpp previously worked as CEO Managing Member at Citadel Financial Services, Llc and Managing Member at Citadel Financial Services, Llc. Andy Bowman, Capp, Cwpp holds Bs In Business Administration, Finance, Economics, Accounting from The Citadel.

Company email context

Email format at Elite Resource Team

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{first}@thesagesinc.com
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Profile bio

About Andy Bowman, Capp, Cwpp

♦ ASSET PROTECTION ♦ BUSINESS GROWTH AND SUCCESSION CONSULTING SMB $5M TO $50M♦ CE FOR CPA♦ CME FOR MD AND DO♦ CPA CONSULTING AND SUPPORT TO BECOME PROACTIVE PRACTICE (SUPPORT < TOP 50 FIRMS)♦ COST REMEDIATION♦ ELITE MASTER MIND♦ FAMILY OFFICE SERVICES♦ FINANCIAL ADVISOR ♦ INSURANCE♦ WEALTH MANAGEMENT♦ SAAS ON THE MONEYABILITY PLATFORM♦ WORK NATIONALLYCONTACT INFORMATION: ANDY@CITADELFIN.COMSecurities and Investment Advisory Services offered through World Equity Group, Inc., member FINRA/SIPC. World Equity Group, Inc. and Citadel Financial Services, LLC are independently owned and operated.ANDY BOWMAN IS NOT LICENSED IN ALL STATES TO OFFER SECURITIES AND INSURANCE PRODUCTS. THIS SITE IS NOT A SOLICITATION OF INTEREST IN ANY OF THESE PRODUCTS OR SERVICE IN ANY STATE WHICH THE REGISTERED REPRESENTATIVE IS NOT PROPERLY LICENSED. SECURITIES AND INVESTMENT ADVISORY SERVICES OFFERED THROUGH WORLD EQUITY GROUP, INC., MEMBER FINRA AND SIPC, A REGISTERED INVESTMENT ADVISOR

Listed skills include Leadership, Estate Planning, Team Building, Banking, and 49 others.

Current workplace

Andy Bowman, Capp, Cwpp's current company

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Elite Resource Team
Elite Resource Team
I help CPAs and accounting professionals become the "Most Relevant Advisor" for business owners and HNW clients.
san diego, california, united states
Website
elitert.com
Employees
19
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7 roles · 36 years

Andy Bowman, Capp, Cwpp work experience

A career timeline built from the work history available for this profile.

Ceo Managing Member

Current
Citadel Financial Services, Llc

United States

Mar 1997 - Present

Managing Member

Current
Citadel Financial Services, Llc

Manatee, FL

Financial Advisor.Present wealth preservation and retirement investing seminars.Manage client relationships to advise on investments, asset protection, risk management, wealth accumulation and transfer.Registered representative series 7, series 66, series 65, and insurance licensed.Relate well to people of diverse backgrounds, developing enduring.

1990 - Present ~36 yrs 5 mos

Team Based Model Consultant

Current
Elite Resource Team

Tampa Bay Florida

I teach CPA's how to deliver more value to their clients by helping them become more proactive and holistic. This includes helping the CPA communicate more effectively with their current clients to determine areas the client desires service and consultation. We facilitate the CPA to position themselves as a Tax and Business Consultant. This results in.

Apr 2016 - Present

President

Current
Maxmybenes Llc

Florida

A service based firm that provides technology to Maximize Employer Benefits for the purpose of improving employee value. We utilize patented software to empower people to have control over financial and physical wellness. Our magic is to simplify the management of identity theft protection, debt elimination, and physical wellness. Plus much more.

Jun 2016 - Present

Launch Director

Current
Multiversification Project

Global

This is a time of great change, as is every moment of life. Call it a "Tipping Point" or "Paradigm Shift." THE NEXT BIG THING is here. Actually, THE NEXT BIG THING is always here. The purpose of the Multiversification Project is to "real size" the Global Enterprise model.

Jul 2007 - Present

President

Strategic Advisors Group Education Systems, Llc

As the President of SAGES Inc. a nationwide network of advisors that worked with families to have their kids thrive in college and succeed in the career of their dreams. We helped people who wanted assistance in overcoming the rising cost of college during a falling economy. I built a team of highly trained professionals with years of experience in the.

May 2007 - Dec 2012

Senior Note Buyer

Fiduciary Funding, L.L.C.

Nationwide

Purchased $30 million in Real Estate backed assets annually.Developed nationwide client base.Presented industry related seminars.

1997 - 1999 ~2 yrs
Team & coworkers

Colleagues at Elite Resource Team

Other employees you can reach at elitert.com. View company contacts for 19 employees →

BN Bill Norton Bill Norton Colleague at Elite Resource TeamLake Mary, Florida, United States, United States View → JL Jake Latham Jake Latham Colleague at Elite Resource TeamWaltham, Massachusetts, United States, United States View → EF Emily Freitas Emily Freitas Colleague at Elite Resource TeamSan Diego, California, United States, United States View → JB June Braithwaite, Ccp June Braithwaite, Ccp Colleague at Elite Resource TeamNorth Port-Sarasota Area, United States View → BR Bob Rothenbuehler Bob Rothenbuehler Colleague at Elite Resource TeamMankato, Minnesota, United States, United States View → KS Ken Smith Ken Smith Colleague at Elite Resource TeamSan Diego, California, United States, United States View → JW Jena Wilson Jena Wilson Colleague at Elite Resource TeamGreater Philadelphia, United States View → MA Michael Apollonsky Michael Apollonsky Colleague at Elite Resource TeamSan Diego, California, United States, United States View → RJ Ron Joseph Ron Joseph Colleague at Elite Resource TeamHilliard, Ohio, United States, United States View → JM Joseph Mccullough Joseph Mccullough Colleague at Elite Resource TeamGreater Richmond Region, United States View →
2 education records

Andy Bowman, Capp, Cwpp education

Bs In Business Administration, Finance, Economics, Accounting

The Citadel

Activities and Societies: President's List, Commandant's List, Summerall Cup, Intramural Cup, Chapel Servant, Bond VolunteerVarsity.

Diploma, College Prep

Southeast
FAQ

Frequently asked questions about Andy Bowman, Capp, Cwpp

Quick answers generated from the profile data available on this page.

What company does Andy Bowman, Capp, Cwpp work for?

Andy Bowman, Capp, Cwpp works for Elite Resource Team.

What is Andy Bowman, Capp, Cwpp's role at Elite Resource Team?

Andy Bowman, Capp, Cwpp is listed as I help CPAs and accounting professionals become the "Most Relevant Advisor" for business owners and HNW clients. at Elite Resource Team.

What is Andy Bowman, Capp, Cwpp's email address?

AeroLeads has found 1 work email signal at @thesagesinc.com for Andy Bowman, Capp, Cwpp at Elite Resource Team.

What is Andy Bowman, Capp, Cwpp's phone number?

AeroLeads has found 2 phone signal(s) with area code 941, 888 for Andy Bowman, Capp, Cwpp at Elite Resource Team.

Where is Andy Bowman, Capp, Cwpp based?

Andy Bowman, Capp, Cwpp is based in Parrish, Florida, United States while working with Elite Resource Team.

What companies has Andy Bowman, Capp, Cwpp worked for?

Andy Bowman, Capp, Cwpp has worked for Citadel Financial Services, Llc, Elite Resource Team, Maxmybenes Llc, Multiversification Project, and Strategic Advisors Group Education Systems, Llc.

Who are Andy Bowman, Capp, Cwpp's colleagues at Elite Resource Team?

Andy Bowman, Capp, Cwpp's colleagues at Elite Resource Team include Bill Norton, Jake Latham, Emily Freitas, June Braithwaite, Ccp, and Bob Rothenbuehler.

How can I contact Andy Bowman, Capp, Cwpp?

You can use AeroLeads to view verified contact signals for Andy Bowman, Capp, Cwpp at Elite Resource Team, including work email, phone, and LinkedIn data when available.

What schools did Andy Bowman, Capp, Cwpp attend?

Andy Bowman, Capp, Cwpp holds Bs In Business Administration, Finance, Economics, Accounting from The Citadel.

What skills is Andy Bowman, Capp, Cwpp known for?

Andy Bowman, Capp, Cwpp is listed with skills including Leadership, Estate Planning, Team Building, Banking, Cpa, Public Speaking, Fixed Annuities, and Executive Management.

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