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James "Blake" Bowman, Cfp® is listed as Founder at Wave Wealth Planning Co. at Wave Wealth Planning Co., based in Nashville, Tennessee, United States. AeroLeads shows a matched LinkedIn profile for James "Blake" Bowman, Cfp®.
James "Blake" Bowman, Cfp® previously worked as Founder + Planner + Investor at Wave Wealth Planning Co. and Financial Advisor at Northwestern Mutual. James "Blake" Bowman, Cfp® holds Bsba, Cum Laude, Finance from Tennessee Technological University.
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I care deeply about my clients' success and view all clients as friends. I'm nostalgic about the future, in part because of my enduring belief in the power of good people.You can find me cheering on the Titans at Nissan Stadium most Sundays in the fall. I also love reading and long runs throughout the city. I happily serve as the Investment Committee Chairman on the board of Insight Counseling Centers here in Nashville.My focus value investment philosophy and continuous focus on doing the right thing stems from my voracious study of Warren Buffett and his investment record.I've had the privilege of conducting thousands of financial planning appointments and serving hundreds of good people as an empathetic guide on their journeys to financial peace. I'm a CERTIFIED FINANCIAL PLANNER™, having spent countless hours mastering key comprehensive financial planning topics.After spending six years at a large financial institution, I founded Wave Wealth Planning in 2020 with the goal of always putting my clients first. My number one focus is, and always will be, for the value of my advice to be much greater than my fee. I look forward to meeting you!Here to help,Blake
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Nashville, Tennessee, United States
Wave is a Nashville-based, fiduciary financial planning and investment management firm. Our boutique firm is designed with you in mind. We seek to provide the highest level of service, maximizing your likelihood of long-term success and peace of mind. Money can be complicated, but we believe in making it simple so you can focus on living!Wave is an.
Greater Nashville Area, TN
I worked with a proven team to ensure our clients reached their financial goals. Our mission was to build long-term relationships while utilizing the expertise of our specialists throughout the country to aid clients in achieving financial success. We took our clients through a detailed process that involved offensive and defensive planning strategies.
Activities and Societies: Tau Kappa Epsilon & Beta Gamma Sigma
Financial Planning: Process & Environment, Fundamentals of Insurance Planning, Income Taxation, Planning for Retirement Needs.
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James "Blake" Bowman, Cfp® works for Wave Wealth Planning Co..
James "Blake" Bowman, Cfp® is listed as Founder at Wave Wealth Planning Co. at Wave Wealth Planning Co..
James "Blake" Bowman, Cfp® is based in Nashville, Tennessee, United States while working with Wave Wealth Planning Co..
James "Blake" Bowman, Cfp® has worked for Wave Wealth Planning Co. and Northwestern Mutual.
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James "Blake" Bowman, Cfp® holds Bsba, Cum Laude, Finance from Tennessee Technological University.
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