CoverProfile

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

View more

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

NK
Nicole Kikugawa
Financial Advisor
MM
Mike Mueller
Financial Advisor
TG
Tony Green
Financial Advisor and Investment Advisor Representative
JF
Jill Flores
Registered Representative

You Might Like

BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
PM
Prtima MISHRA1
Software Engineer
PA TEST
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation