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

  • Certified Financial Planner (CFP)
    Dave Rowan is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® 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.

  • XY Planning Network
    Dave Rowan is a Member of the XY Planning Network

    The 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.

  • Financial Planning Association
    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.

Contact Dave Rowan

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Office Locations:

  • By Appointment
    and Virtual
    Bethlehem, PA 18020

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