CHUCK Bowes, CFP®
Co-Founder, CHIEF INVESTMENT OFFICER, Senior Wealth Manager
As a CERTIFIED FINANCIAL PLANNER™ with over 25 years of professional experience, Chuck Bowes brings both expertise and passion to his work at Waypoint. He excels at helping clients understand complex financial issues and develop creative, pragmatic solutions.
Chuck started his career in the early 1980s at the forefront of the "big data" industry working for companies such as Teradata, AT&T, and Broadbase Software. As he advanced into leadership roles, Chuck worked directly with senior executives in finance, marketing, and information technology to help them organize and analyze large amounts of information and gain clarity about achieving diverse objectives. His passion for combining human insight with analytical decision-making led him to the wealth management industry.
In 1988, he graduated magna cum laude with a BA in Business Administration from San Diego State University, where he was honored as the Marketing Student of the Year. He later earned a graduate certificate with distinction from the UC Berkeley Personal Financial Planning Program.
What do you enjoy most about your role as a CIO and Wealth Manager?
The fact that each day is different, each client situation is unique, and I get to help great people make great decisions and learn something new every day.
What makes you proud to be a part of the Waypoint team?
We have an amazing group of talented people who are passionate about helping our clients and respect each other. They think outside the box and focus on both the big picture and all the details.
What professional accomplishment are you most proud of?
That our firm has grown 100% on referrals – we have never needed to invest in any marketing or business development activities.
What do you love to do outside of work?
I love to play in nature and enjoy a wide variety of activities including cycling, surfing, skiing, and backpacking. I am happiest doing those activities with my family, friends and my dog Agnew, followed by homemade pizza cooked in the wood fired oven that my son made! I'm also passionate about youth sports and have been actively involved in coaching and organizing various sports programs since the early 1980s.
Education, Credentials and Affiliations:
B.A. in Business Administration, San Diego State University, Magna Cum Laude
Graduate, Personal Financial Planning Program, UC Berkeley Extension
CERTIFIED FINANCIAL PLANNER™, CFP®
Advisory Council, UC Berkeley Certified Financial Planning Program
Treasurer, Family Wealth Advisors Council (FWAC)
Former President, Financial Planning Association, East Bay
Former Trustee, Board of Directors, Leadership Public Schools
Former Member, Citizen's Advisory Council, City of Oakland Wildfire District