Dave Rowan, CFP®, MBA
Helping you create the life you are meant to live.
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Rowan Financial, LLC
Dave Rowan, CFP®, MBA
Bethlehem, PA
Serving Clients Nationwide
Helping you create the life you are meant to live.
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Advisor
Areas of Focus
- Financial Life Planning
- Having a Baby
- Investment Management
- Real Estate Investing
- Retirement Planning
About Me
Hi, I'm Dave Rowan. As the President and Founder of Rowan Financial, my primary responsibility is to provide my clients with the tools and encouragement they need to achieve their most important goals.With over 16 years of experience in the financial services industry, I specialize in assisting real estate investors, pre-retirees and new families in growing their wealth, and bettering their own lives along with the lives of their family and community. 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 are meant to live.
Before founding Rowan Financial in 2011, I spent 24 years at Crayola, where I most recently served as the Director of Research & Development. Over the course of my career, I have obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and the Series 65 Advisor Law Certification. I hold a Bachelor of Science in Chemical Engineering from Penn State, obtained in 1992, and an MBA from Lehigh University, earned in 2000. I am also a member of the National Association of Personal Financial Planners (NAPFA) and the XY Planning Network, which affords me the opportunity to participate in multiple masterminds and study groups to learn from others and continue to enhance my skills as an advisor.
I get to know each of my clients personally and understand what really matters to them beyond the numbers on their account statements. Should we work together, you will know what is possible for you in your life, and you will receive a prioritized Financial Action Plan along with the encouragement you need.
I am especially passionate about helping people navigate big transitions in their lives, whether that be leaving your corporate job for full time entrepreneurship, buying your first investment property or starting a new family. I have personal experience in each of these areas and bring that technical expertise to bear should we work together.
I also recognize that, like me, you’re a human being dealing with all of the emotions and concerns that these changes can bring up. When we talk about your finances, we’ll always talk about the “math” as well as the “quality of life” implications of each decision and make the call that’s best for you and those you love.
I feel qualified to help many of my clients because of my life’s journey. I was a corporate employee for 25 years before leaving to work this business full-time in 2017. I ran it as a side hustle for seven years and started investing in real estate for passive income. I was scared to death to leave my “safe” corporate job , but I knew I needed to do it to have the time that I wanted for my family, for my friends, and for myself. I wish that my 30-year-old self could have met my 54-year-old self as a guide throughout the process. I would have slept better at night and made fewer mistakes. I want to be that mentor that I didn’t have for people who are in transition and want to create the life they are meant to live.
When I'm not helping clients, I enjoy hiking, pickleball, trying to show up for all of my appointments with my trainer at the gym, traveling with my adult children and family, having deep conversations with my wife Stacy, and engaging in personal development to better understand myself and better serve others.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
- Master of Business Administration (MBA)
Affiliations
-
Fee Only Network
- National Association of Personal Financial Advisors
- XY Planning Network
- National Association of Personal Financial Advisors
Primary Location
Bethlehem, PA 18020
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Hourly Rate
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About our Firm
At Rowan Financial, we help people just like you put plans in place to achieve their most important goals. At our firm, your aspirations are our top priority, and we are dedicated to providing you with all the tools, encouragement and support you need to achieve a life of fulfillment and financial security.What We Do
Our greatest value lies in helping you create the life you are meant to live rather than just hope for it. We empower you to dream big and take bold steps towards your financial and personal goals, providing the guidance and support needed to make those dreams a reality.
Dave Rowan, our firm president and founder, is a fee-only Certified Financial Planner (CFP®). He, along with the rest of our team, always act as your fiduciary advisors and combine this expertise with a heartfelt approach, making sure you feel heard and valued every step of the way.
Who We Help
We deeply understand our clients’ needs for balance – creating the lives they are meant to live while being financially secure. Whether you are planning for retirement, buying your first investment property or ready for a career change, we are committed to helping you create the time needed to enjoy life with friends and family and take good care of yourself.
How We Help
We believe true financial success is about creating a solid foundation for the life you are meant to live, not just accumulating money. Our comprehensive services help you build, protect, and grow your wealth by optimizing your saving and spending habits and equipping you with the skills to make informed decisions, making us your trusted partner on the journey to freedom and success.
✔️ Building Wealth
Building wealth is about creating a solid financial foundation through personalized income management, investing, and income diversification, optimizing your saving and spending habits, and guiding you to a diversified portfolio tailored to your goals.
✔️ Protecting Wealth
We understand that protecting wealth is as crucial as building it. Knowing this, we offer comprehensive services in tax management, risk management, and trust and estate planning to safeguard your financial well-being.
✔️ Planning Packages
Our specialized planning packages are designed to provide you with the skills and insights needed to make informed decisions based on your unique circumstances. We have plans tailored to new and experienced real estate investors, pre-retirees, new families and people navigating a major life transition.
Education
Penn State University, Bachelor of Science - BS, Chemical Engineering | Lehigh University, Master of Business Administration - MBA, Emphasis in Management of Technology
Hobbies and Interests
- Exercising
- Family
- Football
- Hiking
- Pickleball
- Reading
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Living in Retirement
- Real Estate Investors
- Widow
- Women in Transition
- Young Families
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
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