Timothy Bowman, CPA

Tim serves as Realta Wealth’s Chief Financial Officer and is responsible for the financial operations, including accounting, FP&A, commissions, and financial reporting. As a member of the firm’s Executive Committee, he will also play a key role in shaping strategic decision-making for the firm.

With over three decades of experience in senior finance roles, including positions as CFO, Controller, and Head of FP&A, Tim brings a wealth of knowledge to his role. He earned his Bachelor of Science in accounting from Seton Hall University and is a Certified Public Accountant in New York. Additionally, Tim holds several FINRA licenses, such as Series 4, 7, 24, and 63.