David C. Bowman
Advisory Board Member
David C. Bowman, CFP® is our Director of Advisor Success for Capstone College Partners. Dave was an Associate Financial Advisor at a large fee-only RIA before starting Outsourced Planning, an outsourced financial planning solution for RIAs, and eventually co-founding Capstone College Partners.
He has a passion for helping planners run smarter, more intentional practices so they attract, retain and wow clients while focusing on what inspires them personally and professionally.
Dave is the go-to point of contact for our existing clients and loves helping them incorporate our tools, education, resources, and vision so they thrive throughout this process.