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Brian Bowen, CEPA

Brian Bowen, CEPA

Wealth Advisor

Location

Roanoke, VA

Brian Bowen has held positions in the financial services industry since 1999, beginning his career in corporate financial firms. During this time, he learned how to develop solutions for income creation, growth, and protection of retirement assets. With a growing desire to offer his clients comprehensive solutions, tailored to their individual needs Brian founded Integrity Financial Planning and Impact Tax Group, LLC.

Brian holds the Certified Exit Planning Advisor (CEPA) credential that further enhances his ability to deeply engage with business owners by developing a strong personal financial plan. Whether looking to sell or transition out of the business,  Brian is prepared to assist business owners to build a more valuable company, align their financial goals and create a plan that can assist in the transition into a successful retirement.

Brian grew up with two siblings: an older brother and younger sister, in Glendale, Arizona; but has always loved Virginia. He decided to move to the Old Dominion state in 2006. Brian and his wife Jen enjoy spending time with their children, boating on Smith Mountain Lake and being outdoors.