About Tom Bowman, CFA

Although investment analysis is the passion that drove Tom to the finance industry, the ability to work directly with individuals on their financial goals landed him at Investors Portfolio Services.  As a wealth manager of the largest independent Registered Investment Advisor in Puyallup, Tom is able to exclusively act as a fiduciary without a large corporation and "corporate partners". His efforts help clients create realistic goals and implement investment strategies to help achieve those goals. He is a CFA® charter holder, holds a FINRA 66 license, and is a natural learner, constantly seeking knowledge that can better himself and help the clients he serves. Prior to starting at Investors Portfolio Services, Tom received his Bachelor's degree from the University of Washington Foster School of Business, studying Finance and Accounting. In addition to working diligently for clients, Tom is an involved member of the Puyallup Kiwanis Club, serving as President from 2019-2021, and is currently the Treasurer of the Puyallup Kiwanis Club Foundation Board. Tom is a strong believer in the Kiwanis Mission to change the world one child and one community at a time. Tom and his wife, Yadi, have a growing family with Emme, who is 4, and Lily, who is 2 years old.