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:
Life Insurance; Disability Insurance; Health Insurance
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, Lehigh, PA
PROFESSIONAL QUALIFICATIONS/LICENSING
- Chartered Life Underwriter (CLU), The American College
- Chartered Financial Consultant (ChFC), The American College
- Personal Financial Planning, Certificate, 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