Robert Bowman, Cfp® Email and Phone Number
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.
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Founder And Managing PartnerCentel Wealth Advisory Sep 2024 - Present
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Senior Partner & Managing Director | Private Wealth AdvisorSnowden Lane Partners Dec 2022 - Sep 2024New Haven, Connecticut, United States -
Private Wealth AdvisorSnowden Lane Partners Jun 2021 - Dec 2022New Haven, Connecticut, United States
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Investment & Planning AnalystSnowden Lane Partners Aug 2017 - Jun 2021New Haven, Connecticut, United States
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Registered Client AssociateSnowden Lane Partners Feb 2016 - Aug 2017New Haven, Connecticut, United States
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Client AssociateSnowden Lane Partners Aug 2015 - Feb 2016New Haven, Connecticut, United States
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Research AssociateNew Hampshire Small Business Development Center Feb 2015 - Aug 2015Durham, New Hampshire- 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 assist with refinance due diligence requests -
Student AthleteUniversity Of New Hampshire Football Team Aug 2010 - Dec 2014Durham, New Hampshire- 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
Robert Bowman, Cfp® Education Details
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Entrepreneurial Venture Creation And Management -
Notre Dame High School - West Haven
Frequently Asked Questions about Robert Bowman, Cfp®
What company does Robert Bowman, Cfp® work for?
Robert Bowman, Cfp® works for Centel Wealth Advisory
What is Robert Bowman, Cfp®'s role at the current company?
Robert Bowman, Cfp®'s current role is Founder and Managing Partner at Centel Wealth Advisory.
What schools did Robert Bowman, Cfp® attend?
Robert Bowman, Cfp® attended University Of New Hampshire -- Peter T. Paul College Of Business And Economics, Notre Dame High School - West Haven.
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