Waypoint Wealth Partners

595 Market Street, Suite 2740
San Francisco, CA 94105
Telephone: (877) 768-4802
chuck@waypointwp.com
www.waypointwp.com

CHUCK BOWES

Chuck Bowes is a Certified Financial Planner (CFP®) with more than 10 years experience helping individuals and families achieve what’s most important to them by aligning their financial resources with their goals and values and providing sound objective advice to facilitate good decision making.

Prior to co-founding Waypoint Wealth Partners, Chuck co-founded Runyon and Bowes, a highly regarded independent advisory firm with offices in Northern and Southern California. Earlier in his career Chuck guided highly functional large and small teams to achieve measurable results both financially and personally for all team members. Chuck had success in both large public corporations (NCR and AT&T) as well as small pre-IPO startups (Broadbase Software and Kana).

Chuck holds a BA in Business from San Diego State University; graduating Magna Cum Laude and recognized as the marketing student of the year in 1988. Chuck was a member of a National Champion Speech and Debate Team and an all Conference Water Polo player while in college. He went on to earn a graduate certificate, with distinction, from the UC Berkeley Personal Financial Planning Program. He is an active member of the Financial Planning Association, serving on the board of the FPA NorCal conference. Chuck is also passionate about serving his community through his work as a volunteer youth coach and his service on the City of Oakland Wildfire Prevention District.

Chuck lives in Oakland with his wife and two children. In his free time Chuck can be found working his thriving organic garden, riding his bicycle, surfing, or heading to the mountains with his family.

When people realize they have accumulated a level of wealth that matters and the risk of making mistakes is high they hire Waypoint Wealth Partners to provide expertise and objective advice that is not influenced by any conflicts of interest or underlying compensation motives.