Dave Rowan
CFP®, MBA
Rowan Financial, LLC
President | Real Estate Investor | Speaker
Dave Rowan
CFP®, MBA
Rowan Financial, LLC
President | Real Estate Investor | Speaker
As a fee-only financial advisor, I am ready to be part of your team to help you continue to pursue your dreams of full-time entrepreneurship, real estate investing or financial freedom and create the life you were meant to lead! - Dave Rowan, CFP®, MBA
Balanced, comprehensive and unbiased financial advice.
Hi! I’m Dave Rowan, CFP®, MBA. I am a fee-only financial planner and real estate investor. We help professionals, real estate investors and entrepreneurs grow, organize and protect their wealth. And, ultimately, we love being a part of the team that enables you to continue to pursue your dreams of full-time entrepreneurship, real estate investing or financial freedom and create the life you were meant to lead!
Hi! I’m Dave Rowan, CFP®, MBA. I am a fee-only financial planner and real estate investor. We help professionals, real estate investors and entrepreneurs grow, organize and protect their wealth. And, ultimately, we love being a part of the team that enables you to continue to pursue your dreams of full-time entrepreneurship, real estate investing or financial freedom and create the life you were meant to lead!
I am especially passionate about helping professionals transition from a day job to full-time entrepreneurship. I founded Rowan Financial in 2011 as a side-hustle while continuing to work a full-time corporate job for the next six years. Through lots of hard work, a mix of traditional and real estate investments, and support from family and friends, I left my day job in 2017 and now love helping fellow entrepreneurs and real estate investors to successfully navigate this transition as well.
Our clients are:
– Professionals considering a real estate or other side hustle to transition out of a day job
-- People who want a fee-only advisor to help them invest in the stock market AND real estate
-- Busy professionals looking to start with a more passive approach to real estate investment
-- Real estate investors looking for coaching on real estate partnership formation or private lending.
-- Rental property investors looking for a fee-only, comprehensive financial plan
-- People with inherited rental property
As a fee-only fiduciary firm, we work for you, not for Wall Street. That’s why our fees are inclusive and transparent.
We help people virtually nationwide and in-person in the Lehigh Valley, Philadelphia, and surrounding suburbs. Interested in learning more? Book a Get Acquainted Call today.
At Rowan Financial, our mission is to empower entrepreneurs & professionals to create the life they have always wanted to live. A life characterized by creating deep relationships and joyful memories with family and friends, passionately pursuing business and professional goals and leaving a lasting, positive impact on their local and global communities.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Real Estate Investing
- Comprehensive Financial Planning
- Retirement Plans for Individuals and Small Business Owners
- Financial Advice for Career & Life Transitions
- Impact Investing
- Investment Management
Ideal Clients
- Real Estate Investors
- Professionals with a Side Hustle
- Retirees and Near Retirees
- People in Career or Personal Transition
- Micro / Small Business Owners
- Independent Contractors
Working Together
- Getting to Know What Really Matters to You
- Virtual Meetings
- In-Person Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Dave Rowan is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Dave Rowan is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Dave Rowan is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Dave Rowan Wrote an Article on NerdWallet.com: "Retirement Plan Options for Independent Contractors"
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Dave Rowan is Quoted on Yahoo Finance: "10 Long-Term Investing Strategies That Work"
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Dave Rowan is Quoted in US News and World Report "10 Investing Strategies to Last a Lifetime"
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Dave Rowan Wrote an Article on Nasdaq.com: "From Millennials to Boomers, What to Do Now for Your Retirement"
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Dave Rowan is Quoted on NerdWallet.com: "5 ways to overcome obstacles between you and retirement"
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Dave Rowan is Quoted on Nasdaq.com: "Key Financial Considerations for Your Encore Career"
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Dave Rowan is Quoted on Chase: "RETIREMENT HOME PURCHASE: 4 QUESTIONS ANSWERED"
Contact Dave Rowan
Office Locations:
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By Appointment
and Virtual
Bethlehem, PA 18020
