CHUCK Bowes, CFP®
Co-Founder, Senior Wealth Manager
Chuck Bowes is a Certified Financial Planner™ (CFP®) and brings over 25 years of professional experience to Waypoint and all of our clients. He is passionate about working with people to understand complex issues and develop creative, pragmatic solutions.
Chuck started his career in the late 1980’s at the forefront of the “big data” industry working for companies such as Teradata, AT&T and Broadbase. Chuck worked with senior executives in finance, marketing and information technology to help them organize and analyze large amounts of information and gain clarity about how best to achieve a wide variety of objectives. It was his passion about understanding both the human and analytical aspects of decision making that led him into wealth management industry.
Chuck graduated magna cum laude with a BA in Business Administration from San Diego State University where he was honored as the Marketing Student of the year in 1988. He later earned a graduate certificate from the UC Berkeley Personal Financial Planning Program with distinction. He is a past President and board member of Financial Planning Association, a member of the Advisory Council to the UC Berkeley Certified Financial Planning Program, and the treasurer of the Family Wealth Advisors Council.
What do you enjoy most about your role as a Wealth Manager?
The fact each day is different, each client situation unique and I get to help great people make great decisions and learn something new every day.
What makes you proud to be a part of the Waypoint team?
The people. We have an amazing group of talented people who are passionate about helping our clients, respect each other, think outside box and are focused on both the big picture and all the details.
What professional accomplishment are you most proud of?
That our firm has grown 100% on referrals – we have never needed to invest in any marketing or business development activities.
What do you love to do outside of work?
I love to play in nature and enjoy a wide variety of activities including cycling, surfing, skiing, and camping. I am happiest doing those activities with my family and friends followed by homemade pizza cooked in the wood fired oven my son made! I’m also passionate about youth sports and have been involved in a number of different sports since the early 1980’s. Currently my focus is supporting my daughter’s competitive softball team – Go Sting!
Education, Credentials and Affiliations:
- B.A. in Business Administration, San Diego State University, Magna Cum Laude
- Graduate, Personal Financial Planning Program, UC Berkeley Extension
- Certified Financial Planner Professional, CFP
- Advisory Council, UC Berkeley Certified Financial Planning Program
- Board of Directors, Leadership Public Schools
- Former President, Financial Planning Association, East Bay
- Former member of the Citizen’s Advisory Council, City of Oakland Wildfire District