John G. Bowen, CPA, CFP®

   

John Bowen is founder 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 constantly expanding his expertise and knowledge by actively participating as a member of the National Association of Personal Financial Advisors (NAPFA), the Virginia State Society of CPAs (VSCPA) and the Richmond Private Business Study Group. In addition, John is a member and past President of the James River Kiwanis Club and served 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. John is past President of the Central Virginia Chapter of the Financial Planning Association.  John has been named a Super CPA by Virginia Business Magazine on numerous occasions.

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.

Clients not only value John’s capacity as a CERTIFIED FINANCIAL PLANNER™ practitioner, clients appreciate John’s unique combination of financial acumen and affable nature. He excels at making sophisticated financial planning and investment strategies accessible and easily understandable for all clients. John particularly loves the combination of personal consulting and financial analysis afforded by this work.

John's broad and diverse experiences in working with clients varying from corporate executives, managers and employees to medical professionals, college professors, retirees and small business owners have allowed him to build an expertise integrating unique and specific planning and investment strategies that suit any client’s individual needs and requirements according to their life objectives.  John possesses specialized skills in portfolio design and allocation, stock options, portfolio optimization, ongoing investment management and implementing investment strategies developed to address financial, tax and estate planning issues. Other areas of expertise include cash flow and retirement planning, education planning, philanthropic gifting and risk management. He is also uniquely skilled in the planning and implementation of real estate acquisitions, business planning and life event planning.

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. 

John and Arlene, his wife of nearly 30 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 Services, LLC

info@BowenFinancial.com


 

 


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