David E. Rowan
ROWAN FINANCIAL LLC
BETHLEHEM, PA
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CRD#: 5553570
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.
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 was born and raised in The Lehigh Valley of Eastern Pennsylvania and now calls Bethlehem, PA home.
Question & Answer
What are your service offerings?
Retirement Planning
Socially Responsible Investing
Small Business Planning
Comprehensive Financial Planni...
Investment Planning
Life Transitions
Do you have an area of expertise or specialization?
Business Owners
Corporate Executives
Entrepreneurs
Fixed Fee (Subscription, Retai...
Investment Advice with Ongoing...
Real Estate Investments
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
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: Rowan Real Estate LLC, is located in Bethlehem, PA and was organized in June 2018. Rowan Real Estate LLC is a property development, rehabilitation, and management company. Dave is the Managing Member. Dave spends ~3 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. 1610 Dyre Street LLC, is located in Bethlehem, PA and was organized in June 2019. 1610 Dyre Street LLC is a property development, rehabilitation, and management company. Dave is the Managing Member. Dave spends ~3 hours per month on this activity, 1.5 of those hours during trading hours. Duties are the same as Rowan Real Estate LLC. 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 ~3 hours per month on this activity, 1.5 of those hours during trading hours. Duties are the same as Rowan Real Estate LLC. 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 ~1 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 ~5 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.
CRS (Client Relationship Summary) - RIA
Click below to view David Emil Rowan's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2012
Experience
Current
August 2, 2013 - Present
ROWAN FINANCIAL LLC
RIA
CRD#: 146650
BETHLEHEM, PA
Past
October 11, 2021 - August 11, 2022
ORIGIN INVESTMENT ADVISORY LLC
RIA
CRD#: 305353
BETHLEHEM, PA
Past
September 15, 2008 - September 22, 2011
ROCHE FINANCIAL PARTNERS LLC
RIA
CRD#: 133604
BETHLEHEM, PA
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.Highlighted states indicate IAR registrations
IAR
Pennsylvania(8/2/2013)
Current Firm
ROWAN FINANCIAL LLC
ROWAN FINANCIAL LLC | ROWAN, DAVID, E. | ROWAN FINANCIAL SERVICES
CRD#: 146650 / SEC#:
Pennsylvania
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Contact information
Main Address
Bethlehem, PA
Mailing Address
1 E Broad Street Ste 130 - 1060, Bethlehem, PA 18018
Phone number
(610) 615-0600
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 100 |
| AUM (Assets Under Management) | $ 20,938,239 |
Red Flags
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