

James "Blake" Bowman, CFP®

James "Blake" Bowman, CFP®
FOUNDER, WAVE WEALTH PLANNING
After spending six years at a large financial institution, Blake founded Wave Wealth Planning in 2020 with a simple goal: always put his clients first. His focus is on helping clients simplify & improve their financial life while compounding and aligning their wealth with their values.
Blake has had the privilege of conducting thousands of financial planning appointments and serving hundreds of good people as a trusted guide on their journeys to financial peace. With over ten years of experience, Blake is a CERTIFIED FINANCIAL PLANNER®, having spent countless hours mastering holistic financial planning.
His WaveFocused Investing philosophy along with his commitment to integrity, service, and simplicity stems from his continual study of Warren Buffett and his remarkable investment and managerial record.
Blake is honored to serve as the Investment Committee Chair on the board of Insight Counseling Centers here in Nashville.
Blake cares deeply about his clients' success. He is nostalgic about the future, in part because of his enduring belief in the power of good people.
When he isn't helping clients make progress or studying our portfolio companies, you can find him cheering on the Titans with his fiancé, Katherine, or enjoying a walk with his dog, Willie.
Key Affiliations:

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