Rowan Financial LLC

Hi! I’m Dave Rowan, CFP®, MBA. I am a fee-only financial planner and real estate investor. We help pre-retirees, real estate investors and new families grow their wealth and achieve their goals. And, ultimately, we love being a part of the team that enables you to create the life you are meant to lead! 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 professionals and real estate investors successfully navigate big transitions in their lives as well. We help people virtually nationwide and in person in the Lehigh Valley, Philadelphia and surrounding suburbs.  When I am not helping my clients, I enjoy pickleball, hiking, deep conversations and travel with my wife Stacy,  and engaging in personal development so that I can better understand myself and serve others. Interested in learning more? Visit www.RowanFinancial.com.

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

1 E Broad Street, Ste 130 – 1060 Bethlehem, PA 18018 Phone: (610) 615-0600

Primary Office

1 E Broad Street, Ste 130 – 1060 Bethlehem, PA 18018 Phone: (610) 615-0600