Benjamin Bowen

Director, Financial Planning at Edelman Financial Engines

Benjamin Bowen has a diverse work experience in the financial industry. Benjamin started their career as a Commercial Real Estate Agent at Realty Executives International in 2008. In 2010, they joined Wells Fargo as a Banker and also worked at Royal Bank of Scotland Business as an Analyst during the same year. In 2012, Benjamin joined Fidelity Investments as a Vice President, where they served as a Financial Consultant until 2020. Currently, they are working as the Director of Financial Planning at Edelman Financial Engines.

Benjamin Bowen holds a Bachelor of Business Administration (BBA) degree in Business Administration and Management from Brigham Young University. Benjamin also has a Certificate in Financial Planning from Bryant University, specializing in Financial Planning and Services. In addition, Benjamin has obtained additional certifications such as the DACFP Certificate in Blockchain and Digital Assets from the Digital Assets Council of Financial Professionals and the Series 66 certification from FINRA. Benjamin is also a Certified Financial Planner (CFP®) through the CFP Board.

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Timeline

  • Director, Financial Planning

    June, 2020 - present