BarbaraRowens- Financial Advisor Upper Gwynedd, PA

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About Barbara Rowens

The financial world can be difficult to navigate. It's important to have a financial planning expert on your side. Whether you are in the beginning stages of your career, needing investment management, insurance solutions, planning for your child's education, or retirement planning, you need a solid plan in place to feel confident that you'll be able to weather life's major changes. As a former educator, I believe in giving my clients the right information they need to feel knowledgeable and informed about their financial investments, working collaboratively with each client to explain and create that solid financial plan. Every client has unique financial circumstances and challenges. The foundation of my business is my ability to listen to and learn about short and long-term goals, both personal and professional, in order to develop an individual financial road map for each and every client to create, grow, manage and preserve wealth.

See Disclosures

General Information

CRD#

5020083

Firm CRD#

17839

Name of Broker/Dealer

The Investment Center Inc.

States Licensed in

PA,NJ,MD,NC

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

I graduated from Temple University with a B.A. in Sociology and from Villanova University with an M.A. in Counselor Education. I spent a number of years as a guidance counselor which afforded me extensive experience managing expectations and resolving difficult situations. I transitioned to financial services because I have always had an interest in helping people make better money decisions. I hold the Series 6,63 and 65 securities registrations through The Investment Center Inc. I also hold Life and Health Insurance licenses in Pennsylvania (since 2000) as my home state as well as several other states.

Work with the following types of clients

Individual Investors

Advisory Services Provided

Risk Management, Education Funding and Planning, Financial Planning for Individuals, Money Management, Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

RICP^®, CDFA^®

Securities Licenses

Series 63, Series 65, Series 6

Insurance and Annuity Licenses

Life, Health, Variable Annuity, Annuity, Variable Life, Long Term Care

Firm Information

Assets Managed by Advisor

$30,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Based on Assets, Commissions

Additional Details on Charges

Our Commitment to You: Fees Explained in Common Language.

When it comes to investments and financial planning, you deserve to know what you're getting and what it costs. That's what I deliver with no obligation.

I build custom comprehensive financial plans based on your needs and with a straight-forward market-value fee. No hidden charges. No upcharges. No guesswork.

Not working with a firm? Even without professional guidance, you're paying fees on your investments.

I believe in transparency. I'll walk you through your custom investment strategy and the fee that aligns with your needs in plain language. All your questions answered before you decide to work with me.

Disclosures

All Securities Offered Through The Investment Center, Inc. Member FINRA/SIPC Advisory Services Provided Through IC Advisory Services, Inc. - An SEC Registered Investment Advisor Barbara Rowens is a registered representative of The Investment Center, Inc. - Barbara Rowens Financial is not affiliated with The Investment Center, Inc. or IC Advisory Services, Inc. 4201 Lilac Ct. Upper Gwynedd PA 19446 (215) 355-0989 The Information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any federal penalties. Entities or persons distributing this information are not authorized to give tax or legal advice. Individuals are encouraged to seek advice from their own tax or legal counsel.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1885621/paladinregistry-Barbara-Rowens-Financial-detailed-disclosure.html

Paladin Advisors

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Barbara Rowens