OUR PRINCIPAL
John G. Bowen, CPA, CFP

     

John Bowen is the founder and principal of Bowen Financial Services, LLC (BFS) a fee-only financial planning and investment advisory firm in Midlothian, Virginia. He is a Certified Public Accountant, and a Certified Financial Planner.

John is a cum laude graduate of the State University of New York where he received his BS in Accounting in 1980. He is a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA), the American Institute of Certified Public Accountants (AICPA) and the Richmond Private Business Study Group. In addition, John is a member and past President of the James River Kiwanis Club and serves on the Board of Directors of the Huguenot Trail Rotary Club. He served a three year term on the Board of the Chesterfield Business Council. He is active in Cub Scouts and the YMCA Indian Guide/Princess programs.

While serving as a Senior Tax Manager with the international accounting firm KPMG, John was responsible for providing innovative tax solutions to Fortune 1000 companies, their executives and owners of smaller successful businesses. He also instructed one of KPMG's national training programs on the taxation of partnerships, S-corporations and their owners.

In 1992, Mr. Bowen founded John G. Bowen & Company, LLC, Certified Public Accountants and Tax Advisors. The firm focuses on the tax planning, financial planning and tax compliance needs of executives, professionals and successful small businesses. During 1997, he affiliated with a broker/dealer in order to satisfy his clients' desires to help them invest their money. However, he quickly soured on the inherent conflict of interest associated with broker/dealers and established BFS as a Fee-Only Registered Investment Advisor. Mr. Bowen successfully challenged the Certified Financial Planner exam in 1998.

John and Arlene, his wife of 20 years, have two children, Jack and Cynthia and numerous pets including two retired Greyhounds. John's hobbies include large format, black & white photography and golf.

About Bowen Financial

info@bowenfinancial.com