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

Gene Bowan
Financial Advisor
Zuk Financial Group
United States, California, Dana Point
About Me
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
More profiles to browse
CW
Cherie Wang
Financial Planner
DP
David Phillips
Financial Advisor
MM
Mike Mueller
Financial Advisor
GT
George Tarwater
Registered Investment Representative
You Might Like
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc