Walter A Bowser Ii, Cfp®, Aams®

Walter A Bowser Ii, Cfp®, Aams® Email and Phone Number

Private Wealth Advisor | Financial Advisor @
Walter A Bowser Ii, Cfp®, Aams®'s Location
Encinitas, California, United States, United States
Walter A Bowser Ii, Cfp®, Aams®'s Contact Details

Walter A Bowser Ii, Cfp®, Aams® work email

Walter A Bowser Ii, Cfp®, Aams® personal email

Walter A Bowser Ii, Cfp®, Aams® phone numbers

About Walter A Bowser Ii, Cfp®, Aams®

I attended and graduated from Cretin-Derham Hall High School in St. Paul, Minnesota before attending and graduating from Georgetown University's McDonough School of Business. While at Georgetown, I participated in a number of activities, including the Georgetown Hoya football team. I learned from my college experience important life-long skills of listening, understanding and appreciating the needs, wants, and goals of others through participatory communications. I began my career with Edward Jones in 2007 and I am a CERTIFIED FINANCIAL PLANNER™ professional, where I operate under the fiduciary standards set by the CFP® Board's Code of Ethics and Standards of Conduct. I also hold the certification of an Accredited Asset Management Specialist™. For more than 15 years, my team and I have been dedicated to helping individuals, families, professional athletes, and entertainers, chart financial plans specifically and best for them. I believe everyone wants to live a quality, financially secure, and happy life and one way to help achieve these goals is through sound, sustaining, and growing financial base. We get but one life to live and it is my responsibility as a financial advisor to help you strategically define and live yours, rather than have your financial position dictate that for you. I see financial stability and growth not only as ways of comfortably obtaining what you need and want, but also as driving forces that create a sense of pride, achievement, and a role model for those you love, and those who aspire to be like you. This is where I can add value as a trusted financial advisor because of my extensive experience and professional style that is based on honesty, integrity, clarity, and participatory decision making that is well-thought out. When taking needed time away from the office, you might find me on the golf course, in the kitchen trying out new recipes, taking on home repair projects, traveling the world, and spending quality time with loved ones.

Walter A Bowser Ii, Cfp®, Aams®'s Current Company Details
Edward Jones

Edward Jones

Private Wealth Advisor | Financial Advisor
Walter A Bowser Ii, Cfp®, Aams® Work Experience Details
  • Edward Jones
    Financial Advisor
    Edward Jones Aug 2013 - Present
    Rancho Santa Fe / Encinitas, California
  • Edward Jones
    Financial Advisor - Business Coach
    Edward Jones Oct 2007 - Aug 2013
    Tempe, Az
  • Assurance
    Director Of Business Development
    Assurance Jan 2006 - Aug 2007
    Phoenix, Az
  • New Orleans Saints
    Corporate Account Executive
    New Orleans Saints May 2005 - Oct 2005
    Greater New Orleans Area
  • Phoenix Suns
    Corporate Sales Consultant
    Phoenix Suns May 2004 - May 2005
    Phoenix, Arizona Area

Walter A Bowser Ii, Cfp®, Aams® Skills

Asset Allocation Strategies Portfolio Review Retirement Planning Estate Considerations Financial Analysis Wealth Transfer Strategic Planning Asset Strategies Wealth Strategies

Walter A Bowser Ii, Cfp®, Aams® Education Details

  • Georgetown University
    Georgetown University
    Mcdonough School Of Business - Marketing

Frequently Asked Questions about Walter A Bowser Ii, Cfp®, Aams®

What company does Walter A Bowser Ii, Cfp®, Aams® work for?

Walter A Bowser Ii, Cfp®, Aams® works for Edward Jones

What is Walter A Bowser Ii, Cfp®, Aams®'s role at the current company?

Walter A Bowser Ii, Cfp®, Aams®'s current role is Private Wealth Advisor | Financial Advisor.

What is Walter A Bowser Ii, Cfp®, Aams®'s email address?

Walter A Bowser Ii, Cfp®, Aams®'s email address is wa****@****ail.com

What is Walter A Bowser Ii, Cfp®, Aams®'s direct phone number?

Walter A Bowser Ii, Cfp®, Aams®'s direct phone number is +165123*****

What schools did Walter A Bowser Ii, Cfp®, Aams® attend?

Walter A Bowser Ii, Cfp®, Aams® attended Georgetown University.

What are some of Walter A Bowser Ii, Cfp®, Aams®'s interests?

Walter A Bowser Ii, Cfp®, Aams® has interest in Economic Empowerment.

What skills is Walter A Bowser Ii, Cfp®, Aams® known for?

Walter A Bowser Ii, Cfp®, Aams® has skills like Asset Allocation Strategies, Portfolio Review, Retirement Planning, Estate Considerations, Financial Analysis, Wealth Transfer, Strategic Planning, Asset Strategies, Wealth Strategies.

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