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
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