I got into wealth management because I felt early on that there was a real need for financial education and a real issue of finding good advice. My passion stems from data and analysis, but the ability to work with each person individually adds a unique challenge of navigating emotions and various schools of thought that can impact the decision making process beyond just data.
As a northwest native I was born and raised in Federal Way, WA. I went to college in Seattle at University of Washington to study accounting and finance. My passion for helping people in finance led me down to Puyallup, WA where I have been located for nearly 5 years with my wife Yadi. In our time here we have grown our family with a dog Benny and two girls Emme and Lily.
In the summer I enjoy golfing and outdoor recreation activities. During the winter I ski whenever possible. During all seasons, our family enjoys spending quality time with our extended families all over the country and in Mexico.
Someone at any stage of their career looking to navigate the financial decisions that come their way. From investment decisions, equity compensation including, stock options and Restricted Stock Units (RSU), locations for savings dollars, college, and any other major decisions that are made on the path to retirement. The perfect referral doesn't have an ideal age, but anyone looking to work towards maximizing their wealth during their working years.
University of Washington - Foster School of Business
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
What financial goals do you have in the next 10 years?
What is your level of knowledge surrounding investments and investment accounts?
What financial decision(s) do you have to make in the next 12 to 24-months, if any?
Advisory services are offered through Investors Portfolio Services LLC, a Registered Investment Advisor. Securities are offered through Fortune Financial Services, Inc. Member FINRA/SIPC. Registered Representatives of Fortune Financial Services, Inc. may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Investors Portfolio Services LLC and Fortune Financial Services, Inc. are separate and unrelated companies.
Describe How You Would Like To Be Introduced Via Email
Tom Bowman is a financial advisor that works in Puyallup and the surrounding area helping others manage their investment portfolio to maximize wealth and minimize taxes. He helps with financial planning to navigate the many financial decisions you make throughout your journey to and through retirement. His email is firstname.lastname@example.org and his phone number is 253-770-8118.