TRS Advisors

TRS Advisors

George M. Bowen

CFP®, AIF®

George, a CERTIFIED FINANCIAL PLANNERTM professional, joined Capital Management Partners, LLC, in 2007 and has been helping clients pursue their financial goals for more than 10 years. Professionals, educators, and business owners rely on him for expert financial strategies.

George has always loved the numbers side of the business and knew from an early age that he wanted to help people plan for their financial future. His practice focuses on comprehensive financial planning as an Investment Adviser Representative of Commonwealth. As clients go through the process of working with George, they will undergo an examination of their assets, goals, and needs. A financial strategy is then discussed and finalized through subsequent meetings. After implementation of the strategy, George meets with the client regularly to monitor and change, as needed, the plan that has been put into place.

He is a graduate of the Boston University Financial Planner Program and is on the board of the Merrimack Valley Estate Planning Council. He holds a BS in accounting from St. Michael’s College in Colchester, Vermont, and has worked at Merrill Lynch and Smith Barney, as well as owning his own business in New York City.

As a registered representative of Commonwealth Financial Network®, member FINRA/SIPC, George does not offer any proprietary products. Rather, his holistic approach to wealth management allows him to choose the most appropriate recommendation for each of his clients. He also holds state life, accident, and health insurance licenses.

George lives north of Boston with his wife, Janet, and their two beautiful daughters. They enjoy skiing in the winter and spending time at the beach in the summer. George is also an accomplished saltwater surf caster who is excited to teach the girls how to fish.
 

John J. Gregorio

CFP®, AIF®, CFS®

John is a trusted financial consultant with Capital Management Partners, LLC, and a founding Partner with Teacher Retirement Solutions, LLC. As a CERTIFIED FINANCIAL PLANNER™ practitioner, John works with educators, individuals, families, and professionals to help maximize their wealth potential throughout their lifetime and for future generations. He carefully listens and understands each client's current financial situation, goals, needs, time frame, and risk tolerance. Then, he focuses on designing and implementing tailored financial wealth programs and meaningful solutions in a wide range of financial matters from risk management, investments, and tax strategies to qualified and nonqualified retirement and benefit plans for businesses. John also concentrates on retirement income planning and generational wealth planning for people nearing or in retirement. Having held positions at other prominent financial planning, investment, insurance, and banking institutions, John has the broad-based experience necessary to work with all aspects of his clients' financial needs.

John earned a bachelor's in accounting from Boston College, completed the financial planning program at Merrimack College, and has earned the prestigious CFP® certification. The CFP® certification remains the most highly respected and nationally recognized certification in the financial planning field. As a registered representative and Investment Adviser Representative of Commonwealth Financial Network®, member FINRA/SIPC, John holds the FINRA General Securities Registered Representative (Series 7) and Combined Investment Advisor-Uniform State Law (Series 66) registrations. He also holds state life, accident, and health insurance licenses.

Particularly appreciated by his clients is John's talent for conveying complex financial terms and situations into usable information that is easily understood. Honesty, integrity, and compassion are words often used to describe John in his work with clients. John takes pride in working with families and successful businesses throughout New England.

John; his wife, Tara; and their children, Jack and Ella, live in the Merrimack Valley. They take pleasure in frequent visits to extended family in the area and also enjoy spending time at the beach.