About Us


Gary Bowman has been assisting investors for nearly 30 years. His career began as a retirement planning specialist with Dean Witter Reynolds in 1990. In 1995, he established his own consulting firm specializing in a comprehensive approach to financial and retirement planning. ​​​

Gary has taught several financial strategy workshops and classes over the past 25 years including "Basic Investing" at Orange Coast Community College and "Successful Retirement Planning" though Fountain Valley Community Services Department. He has personally sponsored "Six Mistakes Retirees Make with Their Finances and How to Avoid Them." For the past 15 years he has taught the "Retirement Planning Today" Course at Riverside Community and North Orange County Community Colleges. In addition to teaching, Gary has published articles in the Huntington Beach News, has been the featured speaker for the the Orange County Chapter of the International Society of Certified Employee Benefit Specialists (ISCEBS) and hosted "On the Money", a weekly radio program on KCAA 1050 am in the summer of 2007.

He has also assisted businesses in Orange and Riverside counties on financial educational programs to educate the community about the importance of saving for retirement.​​​​​​ Gary Bowman is a graduate of California State University at Long Beach where he earned his Bachelor of Science Degree in Finance. He offers securities and advisory services through SagePoint Financial Inc., holding the 7, 24, 53, 63 and 65 registrations and is also licensed with the California Department of Insurance. Gary has earned the designation of Certified Financial Planner, CFP. He is a native of Southern California where he lives with his family.

License #OA36287