Aidan Bowerman CPFA ®
Aidan, a client services associate, has a passion for providing clients with the highest degree of service and care. His role within our team is to work with new and existing clients to help them pursue their personal financial goals. He strives to find ways to improve the client experience.
Aidan is a Buffalo native who found his way to Rochester by attending Rochester Institute of Technology (RIT). He graduated Summa Cum Laude with a Bachelor of Science in Finance. He holds his Series 7 and 66 Securities Licenses through LPL Financial, and Life Accident and Health Insurance License in New York.
Aidan is passionate about both financial planning and cars. He was the president of the Car Club at RIT during his time there. Outside of work, Aidan enjoys spending his free time working out, getting involved in his church community, working on his or a friend’s car, and attending RIT hockey games.
