Douglas M. Rowan, CFP®, CMFC, AIF®

Douglas Rowan entered the securities industry in 1986. Doug earned his Bachelor's Degree in Finance from USC and is a Registered Principal authorizing him to oversee corporate securities trading and regulatory guidelines.

The emphasis in Doug's practice is on sound financial planning; coordinating investment portfolios to help clients in seeking to achieve their financial goals and objectives. Using proprietary algorithms, numerous statistical measures and macro-economic indicators, Doug helps clients seeking information on the optimal mix of their assets, based on liabilities, taxes, and income requirements.

Doug has conducted classes on Investment Management at USC and for Whittier College. He is an active member of his professional community serving for Lions International and is Past-President of the Whittier Chamber of Commerce. He serves by appointment as Chairman of the Bond Oversight Committee for the Whittier Union High School District, and is a member of several other professional and community organizations including the Institute of Certified Financial Planners and the International Association for Financial Planning. Doug volunteers with the local YMCA and serves the Whittier Police Officer's Association, and is a proud supporter of the Special Ops Survivors Foundation, which is committed to the surviving spouses of Special Operations personnel killed in the line of duty.

Among the corporations for whom Doug has designed and conducted financial education seminars are: GTE/Verizon, Philip Morris/Miller Brewing Company, Ameron, Northrup/Grumman, Lockheed, RTD, Boeing/McDonnell Douglas, Loral Corporation, Rockwell, University of Southern California, Whittier College, Whittier Police Department, AT&T and Disney.

CA Insurance License Number 0714417