David A Bowman CLU®, ChFC®, CLTC®
Private Wealth Advisor
If you happen to live in Murphys, California, there’s a good chance you’ve crossed paths with David Bowman, whether playing tennis, wine tasting or even discussing your finances. David is a private wealth advisor committed to his faith, family and clients and has a zest for life that is unmatched.
David joined Northwestern Mutual in 1978 and was initially attracted to the opportunity because of the unlimited career potential, flexibility, and ability to make an impact. Throughout his tenure, what drew him and what keeps him has remained the same, yet his passion for helping others has only continued to grow. He’s held several roles, including sales, Home Office executive leadership, and Managing Partner in San Jose from 1985-1993.
Since 1993 he’s been a Private Wealth Advisor in Murphys, California, and today is part of Nerd Nation Financial. While David has no intention of slowing down, the affiliation with Nerd Nation reaffirms his commitment to clients and ensures that the financial planning he provides continues for future generations.
What David offers in wisdom and long-term perspective to Nerd Nation, he gains in team expertise and capabilities. Nerd Nation is a multigenerational team with the diversity and depth to both serve families today and for years to come.
Bowman
BIO
David graduated with an AB in Economics from UC Berkeley and holds FINRA Series 7 and 63 registrations, as well as the Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), and Certificate in Long Term Care (CLTC®) designations. He resides in Murphys, CA with his wife Gloria; he is the father of two adult daughters Jessica Bowman of Murphys, and Lindsay Gray of Moraga, CA.
While David is a charismatic, magnetic leader, clients gravitate to him because he is truthful and has their best interests at heart. His clients are like family and he takes care of them as if they were his own. After 45 years in the business, David’s greatest reward is seeing his client’s plans and dreams come to fruition. His expertise lies in comprehensive financial planning including retirement distribution planning, legacy planning and wealth accumulation that provides true peace of mind for his clients and their loved ones.
Outside of work, David’s passion for helping others extends to Christian ministry. He is actively involved with his church, mentoring both youth and adults, and sharing his musical talents in the band. He is a familiar face in his community, bringing the confidence and financial optimism of Nerd Nation wherever he goes.