Charles “Charlie” Bowden is a Bates Testifying Expert. Following graduation from Lehigh University, Charlie entered the insurance industry as a Group Insurance and Pension Specialist. During the next ten years, he worked in New York City, Orlando, and finally returned to his hometown of Philadelphia. He completed his Chartered Life Underwriter (CLU) designation in 1990 and his Chartered Financial Consultant (ChFC) designation in 1992. His specialties and experience include business continuity planning, using all forms of business life and disability insurance. In addition to his practice in estate and business continuity planning, Charlie is a Qualified Continuing Education Instructor, and assists other licensed insurance professionals to keep current with the ever-changing structure of the insurance and investment marketplace using financial and estate planning strategies. Additionally, Charlie has been asked to use his extensive experience to provide expert testimony in legal matters brought to courts around the country and he is a frequent radio guest. Charlie is a member of the South Jersey Chapter of The Society for Financial Service Professionals, as well as a past member of their Board of Directors. He is licensed to sell insurance in New Jersey as well as several other Northeastern states.
Charles is a consultant and subject matter expert in these Practice Areas and Services:
-
Securities and Financial Services Litigation & Consulting
- Retail Securities
- Institutional Securities
-
Compliance Solutions
- Registered Investment Advisers
Credentials
EXPERIENCE
ConPert. Inc., Principal, 1989 - Present
TFS Securities, Inc., Registered Rep, Investment Advisor Representative, 2001 – 2022, Retired
Summit Insurance Advisors, Associate Partner, 1998 - 2001
Roster Financial, Inc., Account Executive, 1993 - 1995
Tailored Time Shops, Inc., President, 1986 - 1990
Word Systems, Inc., Product Specialist, 1983 - 1985
EDUCATION
Bachelor of Arts (BA), History, Lehigh University
PROFESSIONAL QUALIFICATIONS/LICENSING
Chartered Life Underwriter (CLU), The American College
Chartered Financial Consultant (ChFC), The American College
Certificate, Personal Financial Planning, The American College
P.A.C.E., Charter Member, Emeritus Status
Health Insurance Association of America (HIAA), Part II, Course 2
Pension and Profit Sharing, R&R Newkirk
Charitable Giving Through Life Insurance, R&R Newkirk
Xerox Professional Selling Skills; Part I, Basic Selling; Part II, Training Course
Life Insurance, Accident & Health; Resident New Jersey; Non-Resident in several states
FINRA Series 6, 26, 63
Investment Advisor Representative
AFFILIATIONS
Society of Financial Service Professionals -South Jersey Chapter Member - Former Board Member
Estate and Financial Planning Council of South Jersey - Ocean-Monmouth Chapter - Past Member
National Association of Insurance and Financial Advisors - Atlantic County Chapter - Member
Gift Planning Council of New Jersey - Former Member
Supreme Court of New Jersey District Fee Arbitration Committee - District I - Member
Radio Guest Commentator on Financial & Insurance issues