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 created Outsourced Planning to help planners focus on what energizes them so they can help their clients do the same.
I conducted my undergraduate studies at The Ohio State University's 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 supporting multiple advisory teams with meeting preparation, plan 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 also deeply interested in the practice management side of the business and spent much 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, both through Outsourced Planning and my other endeavor College Aid Pro, gives me the energy and insight I need to help our clients free up their time and run better, smarter practices.