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David Emil Rowan

David Emil Rowan

CFP®
ROWAN FINANCIAL
BETHLEHEM, PA
·CRD# 5553570·18 years experience

Professional Summary

David Emil Rowan, CFP® is a registered financial advisor currently at ROWAN FINANCIAL LLC located in Bethlehem, Pennsylvania. David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. David has worked at 3 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fixed / Negotiated Fee | Retainer

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Who I Serve

Business Owners & Entrepreneurs
Corporate Executives

Services Offered

  • Retirement Planning
  • Business Services
  • Financial Planning
  • Investment Management

Specializations

Real Estate Investing
ESG & Impact Investing

Biography

When Dave's not talking real estate and other investments, he enjoys creating excuses to avoid working out with his trainer, walking in nature, drinking coffee and solving the problems of the world with his wife Stacy, visiting his twin daughters who are now officially launched into young adulthood, watching as much football as possible, finding any and all excuses to go out for breakfast and reading books on mindset and other personal development topics. Dave...

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

Direct

(xxx) xxx-xxxx

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

CFP®
Certified Financial PlannerSince 2012

Years of Experience

18 years in the financial services industry

Current & Past Employments

ROWAN FINANCIAL LLC·CRD# 146650
RIA
Bethlehem, PA
August 2, 2013 - Present
ORIGIN INVESTMENT ADVISORY LLC·CRD# 305353
RIA
Bethlehem, PA
October 11, 2021 - August 11, 2022
ROCHE FINANCIAL PARTNERS LLC·CRD# 133604
RIA
Bethlehem, PA
September 15, 2008 - September 22, 2011

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Current Firm

ROWAN FINANCIAL LLC
ROWAN FINANCIAL LLC

ROWAN FINANCIAL LLC | ROWAN, DAVID, E. | ROWAN FINANCIAL SERVICES

CRD#: 146650
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (7/7/2010 Approved)

Contact Information

Main Address

Bethlehem, PA

Mailing Address

1 E Broad Street Ste 130 - 1060, Bethlehem, PA 18018

Phone Number

(610) 615-0600

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

112

AUM (Assets Under Management)

$26,065,601

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Dave Rowan participates in the following outside business activities: AAH LLC, is located in Bethlehem, PA and was organized in January 2022. Dave is the Managing Member. Dave spends ~ .25 hours per month on this activity during trading hours. AAH LLC is a holding company that holds AAH1, LLC (see below). Its purpose is to receive and disperse capital inflows and outflows from the company for easier accounting tracking. AAH1 LLC, is located in Bethlehem, PA and was organized in January 2022. AAH1 LLC is a property development, rehabilitation, and management company. Dave is the Managing Member. Dave spends ~4.75 hours per month on this activity, 1.5 of those hours during trading hours. Duties include discussing tenant issues with property management, bookkeeping, and making decisions regarding property management. Advisors Give Back, is located in Oakland, CA. Dave's relationship with Advisors Give Back began in February 2025. Advisors Give Back is a platform that matches volunteer financial planners to those seeking financial help at little to no cost. Dave serves as a pro bono financial planner for the organization. Dave spends ~2-3 hour per month on this activity, 0 hours during trading hours. Dave provides financial planning as a volunteer to matched "clients". You Unlimited LLC, is located in Bethlehem, PA and was organized in December 2023. You Unlimited LLC is a financial coaching and education business. Dave is a co-founder. Dave spends ~9.25 hours per month on this activity, 3 of those hours during trading hours. Duties include content development and providing financial coaching and education through the You Unlimited platform.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Pennsylvania
(8/2/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Sep 2008About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view David Emil Rowan's CRS (Customer Relationship Summary).

Services Offered by David

  • Retirement Planning
  • Business Services
  • Financial Planning
  • Investment Management

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