Financial Planning | Investment
Advice | Taxes |
About Dowd Financial Planning…Taking the Worry Out of Your Financial Future Is Our Only Goal
Do you want to feel more confident about the financial decisions you make? Would you rest easier knowing that you are doing everything you need to in order to achieve financial independence? Do you want to have more time and freedom for the things you enjoy? You can.
Whatever your current situation, financial concerns have an impact on your life and relationships. We can help you make the financial decisions that will make the most of what you have now and help you build a more secure, enjoyable future.
David Dowd is a CERTIFIED FINANCIAL PLANNER™, Registered Investment Advisor in New Jersey and an Enrolled Agent with the Internal Revenue Service.
Dave is the owner of Dowd Financial Planning, a fee only comprehensive financial planning practice, in Montclair, New Jersey. Before starting his own firm, Dave had 28 years of work experience in payroll, benefits, finance and accounting with Viacom, CBS and Westinghouse.
Dave holds a Master’s in Finance and a Bachelor’s in Industrial Management both from Purdue University. He is a member of the Alliance of Cambridge Advisors (ACA), a community of comprehensive fee-only financial advisors. He is also a member of the Financial Planning Association and the National Association of Enrolled Agents.
When you work with us, you can expect:
Would you worry less with a professional fee-only financial advisor on your side? Contact us to learn more about the financial strategies that will help you achieve your goals.
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