James

James "Blake" Bowman, Cfp® Email and Phone Number

Founder at Wave Wealth Planning Co. @ Wave Wealth Planning Co.
James "Blake" Bowman, Cfp®'s Location
Nashville, Tennessee, United States, United States
About James "Blake" Bowman, Cfp®

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

James "Blake" Bowman, Cfp®'s Current Company Details
Wave Wealth Planning Co.

Wave Wealth Planning Co.

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Founder at Wave Wealth Planning Co.
James "Blake" Bowman, Cfp® Work Experience Details
  • Wave Wealth Planning Co.
    Founder + Planner + Investor
    Wave Wealth Planning Co. Dec 2020 - Present
    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 independent, fee-only, registered investment advisor. We believe in putting our clients first at all times.
  • Northwestern Mutual
    Financial Advisor
    Northwestern Mutual May 2015 - Dec 2020
    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, provided each of them a plan which aligned their goals with strategies to efficiently achieve them.

James "Blake" Bowman, Cfp® Education Details

Frequently Asked Questions about James "Blake" Bowman, Cfp®

What company does James "Blake" Bowman, Cfp® work for?

James "Blake" Bowman, Cfp® works for Wave Wealth Planning Co.

What is James "Blake" Bowman, Cfp®'s role at the current company?

James "Blake" Bowman, Cfp®'s current role is Founder at Wave Wealth Planning Co..

What schools did James "Blake" Bowman, Cfp® attend?

James "Blake" Bowman, Cfp® attended Tennessee Technological University, The American College Of Financial Services.

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