Dan Owens, CPA/PFS, CFP®, CMFC®, CRPC®
I work with businesses and individuals, providing a financial direction for their assets that can help 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 39 years. We have two sons, Justin and Tyler, as well as five grandchildren. I enjoy playing golf, beekeeping, and gardening.
- 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.