Bert T Bowler, CFP®

Bert has over twenty-nine years of experience as a financial advisor. He has been a CERTIFIED FINANCIAL PLANNER™ practitioner since May 1998. He holds a Bachelor of Arts degree in Economics from Kenyon College. He started his professional career in financial planning with Ameriprise Financial Services, Inc. After 23 years in the business he founded the firm Round Rock Advisors LLC in April 2017. His deep passion for his work, together with this calling to help people is what led to the founding of Round Rock Advisors. Bert’s vision and principled leadership guides our work with all of our clients.
Bert grew up in New Canaan, CT and lives in Ridgefield. He is a supporter of Little League, former Deacon of the First Congregational Church in Ridgefield and former Treasurer of Rotary International New Canaan Chapter. Bert is an active philanthropists in many local non-profit organizations. Bert’s other interests include spending time with family, golf, platform tennis, tennis, boating, running, trips to the beach and Yankees baseball.