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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Robert Doran (CRD# 2008626) is an Investment Advisor Representative working at Lpl Financial LLC in Wantage, NJ and has over 31 years of experience in the finance industry.
Hi, I'm David Fowler - the founder of High Mountain Financial Coaching, a virtual fee-only financial planning & investment management firm. HMFC is a Registered Investment Advisory Firm located near Bergen County, New Jersey in the borough of Hawthorne, and with modern technology able to serve clients across the entire United States.
With over 15 years of experience in financial services, I started HMFC with the goal of making fee-only advice from a fiduciary financial advisor available to everyone – regardless of how much or how little they may have accumulated (so far).
ABOUT HMFC
High Mountain Financial Coaching exists to help people live purposeful, passionate, adventure filled lives – both today and tomorrow.
Our Mission – To guide individuals and families to building a life they love – through coaching, education, and planning.
WHO I SERVE
As an avid outdoorsman (I love hiking/backpacking & trail running) and entrepreneur, I enjoy working with people who have an affinity for the Great Outdoors and/or are dealing with the many challenges of owing a business. With that in mind, I work with:
- Outdoor Industry Professionals
- Outdoor Enthusiasts
- Solopreneurs
If you love the outdoors, work outdoors, or work for yourself - let's have a conversation.
HOW I HELP
- I help you to discover and build a plan to have freedom – money freedom, time freedom, and mental freedom
- I help you identify and eliminate any gambling or speculating that may be occurring with your investments
- As your financial planner and coach - I simplify the planning process – breaking your planning to actionable attainable steps
CERTIFICATIONS & QUALIFICATIONS
- I am a CERTIFIED FINANCIAL PLANNER™
- I have earned the Chartered Financial Consultant® (ChFC®) designation
- I am currently pursuing the Certified Kingdom Advisor® (CKA®) designation
- I am independent
- I am a Fee-Only financial planner
- I am a Fiduciary
NEXT STEPS
- Learn more on the HMFC website - https://www.highmountainfinancial.com/
- Book a 30 minute conversation on my calendar - Free Consultation
- send me an email - [email protected]
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