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Gene Bowan

Financial Advisor

Zuk Financial Group

United States, California, Dana Point

About Me

Gene Bowan has been a Financial Advisor with Zuk Financial Group since 1994 and is located in Lake Forest, California. A Registered Representative for LPL Financial, Gene holds FINRA Series 6, 7, 63 with LPL Financial and 65 registrations. He is also licensed with the California Department of Insurance for Life, Disability, Long-term Care Insurance and Variable Annuities. Gene also holds a CEP®, Certified Estate Planner™ professional designation. Through his investment advisory and financial planning practice, Gene represents a complete spectrum of mutual fund families, stocks, bonds, annuities and life insurance related programs. As an IAR, Gene offers both institutionally managed progra

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Profile Information

Financial Advisor

Zuk Financial Group

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Dana Point

California

United States

Aug 26, 2025

Work Experience

LPL Financial

Registered Representative Present
Email: gbowan@zukfinancial.com

Zuk Financial Group

Financial Advisor
Jan 1994 - Present
Email: gbowan@zukfinancial.com

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