Broker Check
Dan Owens, CPA/PFS, CFP®, CMFC®, CRPC®

Dan Owens, CPA/PFS, CFP®, CMFC®, CRPC®

Financial Advisor

I work with businesses and individuals, providing a financial direction for their assets that can lead them to their investment goals.  At Owens Financial Group, Inc., I will work hand-in-hand with you on developing a disciplined plan that’s focused on helping you reach your destination.  By charting and staying the course, I will help you navigate the changing market, as well as advise you on how you can overcome any roadblocks or obstacles you may encounter along the way.

After attaining a Bachelor’s of Science Degree in Accounting and an M.B.A at Berry College, I opened a CPA firm in Rome, GA.  I began moving into the more proactive financial planning arena and eventually I opened a separate financial services firm named Owens Financial Group, Inc.  I have had over 30 years of experience in Financial Services.

Currently, I hold my Series 4,7, 24, 53, and 66 security registrations, as well as the following insurance licenses in the state of Georgia: Life, Accident, Sickness; Variable Products; and Property & Casualty.  I am an Investment Advisor Representative, Registered Representative, and Registered Principal with Cetera Advisors.  I am also a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner™, Accredited Asset Management Specialist (SM), Chartered Retirement Planning Counselor (SM), Chartered Mutual Fund Counselor (SM), and a Certified Divorce Financial Analyst™.  As a member of the Georgia Society of CPAs, Alabama Society of CPAs,  American Institute of CPAs, and the Financial Planning Association, I make every effort to stay educated and informed in order to provide meaningful advice for my clients.

I reside in Rome, GA with my wife, Vicki Pyles Owens with whom I have been married for 31 years.  Our sons, Justin and Tyler, work at Owens Financial Group, Inc.  I enjoy playing golf, hunting and fishing.

 

 

  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)
  • Certified Financial Planner (CFP®)
  • Chartered Mutual Fund Consultant (CMFC®)
  • Registered Representative/Principal with Cetera Advisors
  • Securities Registrations (4, 7, 24, 53, 63 & 66)
  • Insurance Licenses (Life, Accident & Sickness, Variable Products, P&C)
  • Member, GA Society of CPAs, American Institute of CPAs.
  • Member, Financial Planning Association
  • Berry College, B.S. and M.B.A.