Our Team
Robert C. Bowen, CFP™
Certified Financial Planner
1-510-839-4853
Robert C. Bowen is a Certified Financial Planner™ with over 30 years of experience in the Financial Services industry. Mr. Bowen graduated from the University of Texas at Austin in 1988 with a degree in Finance. After graduation,...
Helen Draper
Lafayette - Office Manager
1-510-839-4853
3650 Mt. Diablo Blvd., Suite 104 Lafayette, CA 94549