Founder And Managing Partner
Current
Sep 2024 - Present
AeroLeads people directory · profile
Robert Bowman, Cfp® Email & Phone Number
Founder and Managing Partner at Centel Wealth Advisory
at
Centel Wealth Advisory
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Founder and Managing Partner at Centel Wealth Advisory
Location
Cheshire, Connecticut, United States
Who is Robert Bowman, Cfp®? Overview
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Quick answer
Robert Bowman, Cfp® is listed as Founder and Managing Partner at Centel Wealth Advisory at Centel Wealth Advisory, based in Cheshire, Connecticut, United States. AeroLeads shows a matched LinkedIn profile for Robert Bowman, Cfp®.
Robert Bowman, Cfp® previously worked as Founder and Managing Partner at Centel Wealth Advisory and Senior Partner & Managing Director | Private Wealth Advisor at Snowden Lane Partners. Robert Bowman, Cfp® holds Bachelor'S Degree, Entrepreneurial Venture Creation And Management from University Of New Hampshire -- Peter T. Paul College Of Business And Economics.
Company email context
Email format at Centel Wealth Advisory
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Centel Wealth Advisory
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Profile bio
About Robert Bowman, Cfp®
Robert Bowman is a Founder and Managing Partner at Centel Wealth Advisory.Robert began working in the Financial Services industry in 2015. He is a CERTIFIED FINANCIAL PLANNER® professional and holds the Series 7 and Series 66 licenses. He has also been recognized as part of Forbes “Top Next-Gen Wealth Advisors” - 2024.His experience in money management and financial planning enables him to provide clients with a highly specialized asset management program that directly aligns with their goals. Robert takes great pride in building deep personal relationships with each client and managing the complexities of their specific needs and goals.
Current workplace
Robert Bowman, Cfp®'s current company
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8 roles
Robert Bowman, Cfp® work experience
A career timeline built from the work history available for this profile.
Senior Partner & Managing Director | Private Wealth Advisor
Dec 2022 - Sep 2024
Private Wealth Advisor
Jun 2021 - Dec 2022
Investment & Planning Analyst
Aug 2017 - Jun 2021
Registered Client Associate
Feb 2016 - Aug 2017
Client Associate
Aug 2015 - Feb 2016
Research Associate
- Tasked with leading research and collection of resources to build the Business Improvement Program’s non-existent “Resource Library”.- Provide clients with an effective place to find resources they might need to help with different aspects of their business.- Identified by X Company to independently analyze financial statement information necessary to.
Feb 2015 - Aug 2015
Student Athlete
- Full Scholarship Athlete, 5 years- Team Captain during 2014 Season- CAA Commissioner's Academic Award - 2012, 2013, 2014- CAA Academic All-Conference Team - 2013, 2014 - National Scholar Athlete Nominee- Post Season Play, 5 years- Conference Champions - 2014
Aug 2010 - Dec 2014
2 education records
Robert Bowman, Cfp® education
Bachelor'S Degree, Entrepreneurial Venture Creation And Management
Education record
Notre Dame High School - West Haven
FAQ
Frequently asked questions about Robert Bowman, Cfp®
Quick answers generated from the profile data available on this page.
What company does Robert Bowman, Cfp® work for?
Robert Bowman, Cfp® works for Centel Wealth Advisory.
What is Robert Bowman, Cfp®'s role at Centel Wealth Advisory?
Robert Bowman, Cfp® is listed as Founder and Managing Partner at Centel Wealth Advisory at Centel Wealth Advisory.
Where is Robert Bowman, Cfp® based?
Robert Bowman, Cfp® is based in Cheshire, Connecticut, United States while working with Centel Wealth Advisory.
What companies has Robert Bowman, Cfp® worked for?
Robert Bowman, Cfp® has worked for Centel Wealth Advisory, Snowden Lane Partners, New Hampshire Small Business Development Center, and University Of New Hampshire Football Team.
How can I contact Robert Bowman, Cfp®?
You can use AeroLeads to view verified contact signals for Robert Bowman, Cfp® at Centel Wealth Advisory, including work email, phone, and LinkedIn data when available.
What schools did Robert Bowman, Cfp® attend?
Robert Bowman, Cfp® holds Bachelor'S Degree, Entrepreneurial Venture Creation And Management from University Of New Hampshire -- Peter T. Paul College Of Business And Economics.
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