James "Blake" Bowman, CFP®

NASHVILLE, TN

Verified Identity

Founder at

Wave Wealth Planning, LLC

Years of Experience

10 years

Member Since

2023

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 emp...

Clientele

New Investors

Business Owners

Retirees

Services Provided

Financial Planning

Investment Management

Retirement Planning

Tax Planning

Specialties and Expertise

Portfolio Construction

Cash Flow Analysis

Tax Minimization Inv...

Business Ownership Strategies

Credentials and Designations

Certified Financial Planner™

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Pricing Models

Flat FeeHourly RateAUM

Disclosures and Proof of License

SEC Profile

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