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Real Estate Financial Coach Podcast Episode 6: Community Housing Investing with Dave Rowan


In episode 6, Real Estate Financial Coach co-founder Cynthia Meyer, CFA®, CFP®, ChFC®, interviews Dave Rowan, CFP®, MBA, founder of Rowan Financial. Dave shares his path from corporate life into financial planning and real estate investing, and discusses his work with community-based housing, entrepreneurial coaching, and financial guidance for real estate investors.



In Episode 6 of the Real Estate Financial Coach Podcast, we will cover:


🏡 Transitioning from corporate engineer to financial planner and real estate investor [00:00:39]

🏡 Coaching new real estate investors to develop an entrepreneurial mindset [00:03:26]

🏡 Advice for corporate employees dreaming of escaping the cubicle [00:06:52]

🏡 How co-living and community housing models support affordable living [00:10:04]

🏡 What financial planners should know about working with real estate investors [00:16:36]





Connect with Dave Rowan, CFP®, MBA



Connect with Real Estate Financial Coach



About the Real Estate Financial Coach Podcast

The REFC podcast is a financial planning resource for real estate investors and the financial planners who serve them. Learn real estate financial planning concepts and real estate business coaching tools from our experienced course instructors.



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The Real Estate Financial Coach course is for educational purposes only. None of the information provided in this course is intended as investment, tax, accounting, or legal advice, nor as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, real property, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments, including real estate. Your use of the information is at your sole risk. All information or ideas provided should be discussed in detail with an advisor, tax professional or legal counsel prior to implementation.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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