Steven Bowles, CLU®
Steven Bowles, CLU®, is the founder of Catalyst Advisory, an independent wealth transfer and estate planning advisory firm. With over a decade of experience in the life insurance and advanced planning industry, he specializes in helping entrepreneurs, business owners and high-net-worth families navigate the complexities of legacy planning, estate tax mitigation and strategic wealth transfer.
Steven collaborates with attorneys, CPAs and financial advisers to design tax-efficient solutions that preserve and protect multigenerational wealth. His insights have been featured in national publications such as USA Today, High Net Worth Mag and Yahoo Finance.
He is a frequent speaker and podcast guest on topics related to estate planning and life insurance. As a contributing writer for Kiplinger.com, Steven provides practical guidance to help readers make informed financial decisions with confidence.
He lives outside Philadelphia with his wife and three sons.
Email: hello@catalystadvisory.io | Website: catalystadvisory.io
