George M. Bowen,  CFP<sup>&reg;</sup> - Financial Advisor

George M. Bowen, CFP®

Founder

Charted Wealth LLC

248 Main Street, Suite 101
Reading, MA 01867
FINANCIAL ADVISOR'S WEBSITE
(888) 801-1112 CONNECT WITH George
  • linkedin link

General

George Bowen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Charted Wealth LLC in Reading, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Fixed annuities

Broker-Dealer Affiliation

Commonwealth Financial Network®

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Startup, Succession Planning, Long-term Care

More

Helpful Financial Planning Resources