Bert T. Bowler,  CFP<sup>&reg;</sup> - Financial Advisor

Bert T. Bowler, CFP®

Principal

Round Rock Advisors LLC

65 Locust Ave, Ste 103
New Canaan, CT 06840
FINANCIAL ADVISOR'S WEBSITE
(203) 920-4774

General

Bert Bowler is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Round Rock Advisors LLC in New Canaan, CT and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Business Taxes, Investment Management, Corporate Finance, Estate Planning, Employee Benefits, Limited Partnerships, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Tangible Assets, Long-term Care, Succession Planning, Sudden Wealth, Personal Taxes

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