DC
CFP · PFS
DC
CFP · PFS

Donald Cowan

19 Years of Experience
Tinton Falls, NJ

Donald Cowan is a CFP, PFS-designated registered investment advisor at C & G Financial, LLC, based in Tinton Falls, NJ, with 19 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
N/A
Firm Size
5 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

C & G Financial does not provide investment management services. They recommend independent investment managers to clients who desire those services.

Loading...

Location

730 Hope Road, Tinton Falls, NJ, 07724

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Donald is a member of Hope Road Realty, LLC, holding rental property, dedicating minimal time. He is also a Certified Public Accountant at Cowan, Gunteski, & Co., PA, spending nearly full-time providing tax preparation and accounting services.

Employment History
Current Registrations
C & G Financial, LLC
February 2007 - Present · 19 yrs 3 mos
Previous Registrations
Salvus Wealth Management, LLC
September 2014 - October 2016 · 2 yrs 1 mo
State Registrations1 state
NJ
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.