Broker Check
Colleen M.  Bowler, CFP®

Colleen M. Bowler, CFP®

President and Founder

Whether it is coordinating diversified portfolios, estate, retirement, or charitable planning, for 25 years Colleen Bowler has been incorporating the state of the art strategies and technologies in our Strategic Wealth Experience process to help clients toward achieving financial freedom and meet their retirement goals.

 

Colleen’s extensive experience with highly compensated executives, entrepreneurs, physicians, and other professionals has not only earned her a fully equipped arsenal of knowledge and industry prowess, but also an outstanding reputation in the local and national financial communities. She is a multi-year recipient of D Magazine’s “Best Financial Planners in Dallas” Award, as well as Lincoln Financial Advisors Planner of the Year four years straight from 2012 through 2016.* Additionally, Colleen is a member of the Resource Group, an invitation only, national  group of planners within the Lincoln Financial Advisors Corporation who have chosen to join forces to leverage their intellectual capital for the benefit of their clients.    

 

Colleen is a nationally recognized Associate Coach with The Strategic Coach organization, coaching entrepreneurs from a variety of different industries. Furthermore, Colleen is the co-author of “Generous Kids”, a book about helping kids understand the joy and gratitude that comes from giving, and was featured in “Women at the Top”, an inspirational book by Arthea Reed and Diane Dixon that discusses some of the most successful women in the financial services industry and hopes to encourage a new influx of women into the industry.

 

Lastly, she holds the CERTIFIED FINANCIAL PLANNER™ certification, is a Registered Investment Advisor representative and a leading professional with the Lincoln Financial Advisors national system. She is a member of the Institute of Certified Financial Planners and the Dallas Estate Planning Council.

 

*Voting guidelines to compile D Magazine list of the top financial planners. Financial planner must be a CERTIFIED FINANCIAL PLANNER™ to vote and to receive votes. Lincoln Financial Advisors Planner of the Year is internal award is given to LFA planners each year and is based on sales, quality of service, and commitment to Lincoln’s principles, and is selected by Lincoln senior managers.

 

 

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