David C. Bowman, CFP®
Founder, Virtual Back-Office Planner |
Hi, I’m Dave Bowman, Founder of Outsourced Planning. My professional passion is to help planners solve their most pressing problems. Acting as an outsourced COO, Director of Financial Planning, and providing as-needed CFP® support, I help planners focus on what energizes them so they can help their clients do the same. I attended The Ohio State University where I earned my bachelors degree in 2013 from the CFP Board Certified Financial Planning program. In the last year of my studies, I interned with a large, fee-only RIA in Columbus, Ohio where I was responsible for transitioning hundreds of clients from the financial planning software MoneyTree to the software eMoney. I continued with that firm in a full time role where I helped to build a new Associate Financial Advisor position to support the advisory teams with meeting preparation, delivery and implementation. The firm went on to hire 14 more Associate Financial Advisors over the next three years based on the model we created. While I loved working on a team to serve clients directly, I was always more interested in the practice management side of the business and spent most of my free time reading about better service models and volunteering in the planning community to see how others were finding success. In 2015, I formed Outsourced Planning with the intent to help financial planners live more inspired lives. Engaging with planners across the country on a daily basis gives me the energy and insight I need to help my clients free up their time and run better, smarter practices. I'd love to help you focus on what inspires you. |
Benjamin Daniel
Virtual, Back-Office Planner |
Hi, I'm Benjamin Daniel, Virtual, Back-Office Planner with Outsourced Planning. I provide outsourced financial planning support to help planners across the country spend more time doing what what they enjoy most. I began working in financial services in 2007 for a large insurance company in an investment operations position. I was quickly tasked with helping build an investment program to support the northern Los Angeles region of advisors with meeting preparation, portfolio proposals, and strategy implementation. After passing all three of the CFA® examinations and working in investment research, I began perusing the CFP® designation in 2019. I now enjoy utilizing my planning and investment knowledge to build financial plans for the firms we serve. I earned my bachelor’s degree in business from Miami University and studied at The Ohio State University Moritz College of Law. In my free time, I enjoy volunteering in the planning community as well as serving as a classroom volunteer for Junior Achievement®. Throughout my career, I have always enjoyed working on a team to help financial planners create more efficient and effective practices. I would be happy to help you do the same. |