Gene Bowan, CEP®


Phone Number:

(949) 472-5068
Email Address:
gbowan@zukfinancial.com
Address:
22936 El Toro Road
Lake Forest, CA 92630
United States

Gene Bowan has been a Financial Advisor with Zuk Financial Group since 1994 and is located in Lake Forest, California. A Registered Representative for LPL Financial, Gene holds FINRA Series 6, 7, 63 and 65 registrations. He is also licensed with the California Department of Insurance for Life, Disability, Long-term Care Insurance and Variable Annuities. Gene also holds a CEP®, Certified Estate Planner™ professional designation.

Through his investment advisory and financial planning practice, Gene represents a complete spectrum of mutual fund families, stocks, bonds, annuities and life insurance related programs. As an IAR, Gene offers both institutionally managed programs to his clients as well as fee based consulting.

Gene combines his degree in accounting with over 21 years of experience in the financial services industry, providing investment and retirement planning services to both individuals and businesses.   Gene thoroughly enjoys his role assisting his clients in analyzing all the information necessary to develop a personalized and comprehensive financial plan.

A specialist in retirement planning, Gene is frequently invited to present educational seminars for schools, colleges, and education professional organizations. Gene has developed extensive knowledge in the Public Employee Retirement System (PERS) and the State Teacher Retirement System (STRS).   He also does seminars on investment and retirement planning for small businesses and non-profit organizations. Gene has earned a well deserved reputation for explaining difficult subjects in a style that is easily understood.

Gene and his wife Pam reside in Laguna Niguel. Working with and supporting The Exotic Feline Breeding Compound, a charity, focused on preserving the many species of endangered big cats around the world, is a passion of both of them.

CA Insurance Lic.# 0827514

Securities offered through LPL Financial, Member FINRA/SIPC Zuk Financial Group and LPL are separate and unrelated companies.

Advisory services provided by Valley Wealth Strategies, LLC.a registered investment advisor. Securities offered through LPL Financial, Member FINRA/SIPC Zuk Financial Group and LPL are separate and unrelated companies.