Claire Bowie, CFP®
Vice President
Claire Bowie is a dedicated Vice President at TSG Wealth Management's Incline Village Office. Claire's foray into wealth management began back in high school when her parents piqued her curiosity into personal finance by introducing investing and investment planning. After graduating from Cornell University with a background in finance and four years of financial forecasting in the fashion industry, she began her first official role in finance in 2021 with Goldman Sachs’ Private Wealth Management division.
As the next step in the evolution of her financial career, she joined The Petrie Group of TSG Wealth Management in 2023. TSG’s commitment to maintaining a warm and collaborative environment with a high standard of performance aligned with her personal and professional ethos.
What Claire finds most rewarding about her role in the financial industry is delving into the intricacies of her clients' financial situations and guiding them through complex financial goals. Building a foundation of trust with her clients is her top priority. Claire’s motivation to excel in this dynamic field stems from her enthusiasm for continuous learning. She values the ever-evolving nature of the financial industry and embraces the opportunity to expand her knowledge and expertise.
Claire earned her degree in Fiber Science and Design Management then went on to become a CERTIFIED FINANCIAL PLANNER™ professional. She holds the Series 7, 63, 66 registrations and insurance licenses for California and Nevada.
Outside her professional life, Claire enjoys the "Tahoe Trifecta" - skiing, mountain biking, and hiking. She also has a passion for travel and cooking, exploring cheap flights and culinary delights in her leisure time.
NV Insurance License # 3981722. CA Insurance License # 4361191. Resident State: NV.
You May Not Know This About Claire Bowie...