Gavin Owen, CFP®, CPFA®
Financial Planning for Retirees, Business Owners, Dentists and Physicians.
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Serving Clients Nationwide
Financial Planning for Retirees, Business Owners, Dentists and Physicians.
Areas of Focus
- Business Owners
- Employee Benefits
- Estate Planning
- Financial Planning
- Investment Management
- Retirement Income Planning
- Retirement Planning
- Student Loan Advising
- Tax-Efficient Planning
About Gavin Owen, CFP®, CPFA®
Hi, I'm Gavin Owen, Financial Advisor at Strategic Wealth Design.I'm a CERTIFIED FINANCIAL PLANNER™ and a Certified Plan Fiduciary Advisor, and I earned my Bachelor of Science in Finance from the University of Nevada, Reno. I hold a FINRA Series 65 registration along with a Life & Health Insurance license.
I grew up in Las Vegas, and outside of work I love calisthenics, consider myself an amateur foodie, and enjoy touring the national parks. I also make it a point to travel to at least one new country every year.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Certified Plan Fiduciary Advisor (CPFA)
Primary Location
8675 S Eastern Ave., Suite 203, Las Vegas, NV 89123
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Commissions
- Fee Based
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. 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 Strategic Wealth Design
Strategic Wealth Design is an independent financial services firm headquartered in Las Vegas, Nevada, with a second office in Glenwood Springs, Colorado, and clients across the United States. We were founded for one purpose: to enrich the lives of the people we touch by helping them create financial freedom and security.We provide comprehensive financial planning to pre-retirees and retirees on their path to financial independence. Our approach balances the science and the art of wealth-building – addressing both the numbers and the emotions – so you can enjoy retirement with confidence.
Who We Serve
Our clients primarily include business owners, dentists, physicians, and pre-retirees and retirees on their path to financial independence. Whether you're building a business, advancing in your career, or already enjoying your next chapter, our team is here to guide you with clarity, compassion, and expertise.
Our Services
Our offerings include financial planning, investment management, corporate retirement plans, student loan consulting, and financial wellness programs. For businesses, we provide plan design consulting, fiduciary support, and employee education; for individuals and families, we focus on retirement income planning, estate planning, tax planning and projections, and investment management designed around a financial plan rather than the other way around.
Our Fees
Our compensation is based on fees plus commissions. We charge fees for financial planning and investment management services and receive commissions on fixed insurance products we help clients put in place.
Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Strategic Wealth Design and Cambridge are not affiliated.
Education
University of Nevada-Reno, Bachelor’s Degree, Finance and Financial Management Services
Hobbies and Interests
- Family
- Hiking
- Traveling
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Corporate Executives
- Dentists
- Dual Income Family
- Entrepreneurs
- Gen X
- Healthcare Professionals
- Intergenerational Families
- Living in Retirement
- Physicians
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