Dave Rowan, CFP<sup>&reg;</sup> - Financial Advisor

Dave Rowan, CFP®

MBA

President

Rowan Financial LLC

1 E Broad St, Ste 130
Bethlehem, PA 18018-5934
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General

Dave Rowan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Rowan Financial LLC in Bethlehem, PA and the surrounding communities.

Financial Advisor Overview

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!

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Financial Advisor Experience

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.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA

Broker-Dealer Disclaimer

Rowan Financial, LLC is an Investment Advisor registered with the State of Pennsylvania. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or completeness of, any description of securities, markets or developments mentioned. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, ROWANFINANCIAL.COM.

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Irregular Income, Job Loss, Real Estate, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Starting a Family, Long-term Care, Men's Finances, Nontraditional Households, Women's Finances

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Helpful Financial Planning Resources