About Dave
Dave Rowan
Founder and President
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 professionals, real estate investors, and entrepreneurs in growing their wealth, and bettering their own lives along with the lives of their family and community. 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 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.
This is 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.
Personally, I enjoy hiking, 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.
Founder and President
Serving You With A Personalized Touch
Work with Rowan Financial and access valuable tools and insights that can help you achieve your financial goals.
