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James "Blake" Bowman, CFP® | Financial Advisor

Profile img for James "Blake" Bowman, financial advisor at Wave Wealth Planning, LLC
NASHVILLE, TN
James "Blake" Bowman, CFP®
Financial Advisor
Founder at
Wave Wealth Planning, LLC

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
I care deeply about my clients' success and view all clients as friends. I'm nostalgic about the future, in part because of my enduring belief in the power of good people. I've had the privilege of conducting thousands of financial planning appointments and serving hundreds of good people as an empathetic guide on their journeys to financial peace. I'm a CERTIFIED FINANCIAL PLANNER™, having spent countless hours mastering key comprehensive financial planning topics. After spending nearly 6 years at a large financial institution, I founded Wave Wealth Planning, LLC with the goal of always putting my clients first. Here to help, Blake James "Blake" Bowman, CFP® Founder & Financial Planner
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Specialties and Expertise

4
Portfolio Construction
Cash Flow Analysis
Tax Minimization Investment Strategies
Business Ownership Strategies

Clientele

3
New Investors
Business Owners
Retirees

Credentials and Designations

1
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Certified Financial Planner™

Quick Facts About James "Blake"
Years of Experience:10 yearsMember since:2023

Services Provided

How I help my clients

Financial Planning

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Investment Management

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Retirement Planning

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Tax Planning

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Pricing Models

Flat Fee
Hourly Fee
AUM

Proof of License

SEC Profile
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NASHVILLE, TN
James "Blake" Bowman, CFP®
Financial Advisor
Founder at
Wave Wealth Planning, LLC
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