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Ross B
Series 65, Series 66
Logan, UT
Promontory Financial Planning, LLC
Ross Bowen is a financial advisor at Promontory Financial Planning, LLC with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Promontory for 10 years. Outside of his advisory role, Bowen serves as CFO/Treasurer for the Florida Annual United Methodist Conference and is a board member at the Bank of Commerce in Idaho Falls. Promontory Financial Planning is a multi-advisor registered investment adviser serving individuals, trusts, small businesses, and nonprofit organizations. The firm offers comprehensive financial planning and discretionary asset management, employing both fundamental and technical analysis while using no-load mutual funds, index funds, and ETFs to tailor portfolios according to clients’ time horizons and risk tolerances.
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