Donald Cowan (CRD# 5076530) is an Investment Advisor Representative working at C & G Financial, LLC in Tinton Falls, NJ and has 1 year of experience in the finance industry. Donald Cowan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2083423
Main Street Financial Solutions, LLC
CRD# 4874990
Prudential Financial Planning Services
CRD# 2130640
Ameriprise Financial Services, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The PFS designation was created to allow CPA holders to take additional education to gain experience and expertise in the broader topics of financial planning.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| C & G Financial, LLC | Toms River, NJ | Feb 1999 - Current | 25 |
| Cowan, Gunteski & Company, P.a. | Toms River, NJ | Oct 1982 - Current | 41 |
| Salvus Wealth Management, LLC | Toms River, NJ | Aug 2014 - Oct 2016 | 2 |
- NJ
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Other
- Selection of other advisers (including private fund managers)
NJ
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