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- Custodian
- Charles Schwab & Company · Nationwide
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-07-2010
- Office Locations
- 1
Office Locations
About Rowan Financial LLC
Rowan Financial is a fee-only, fiduciary CFP® practice led by Dave Rowan serving busy career changers, pre-retirees, and real estate investors. The firm provides comprehensive planning—cash-flow and income diversification, retirement and transition planning, tax/risk management, and trust & estate coordination—plus real estate guidance including 1031 exchanges and inherited property. Portfolios are actively managed across stocks, fixed income, precious metals, and crypto using long-term strategies with daily monitoring of 75+ technical indicators.
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Owner & Executives
DAVID EMIL ROWAN
Chief Compliance Officer, Financial Planner
- CRD
- #5553570
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,009,456 | -- |
| Non-Discretionary | $2,056,145 | -- |
| Total | $26,065,601 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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