Dylan Blomgren, AAMS®, CRPS®

Dylan is a Partner and Financial Advisor at Owens Estate and Wealth. Dylan strives to provide wealth management advice and guidance to clients, focusing on developing long-term client relationships through strategic wealth planning, personal retirement analysis, and professional money management. He is also responsible for financial plans for the team.

As a voting member of the Investment Committee, Dylan contributes to the review, monitoring and decision-making process of our portfolios.

Dylan was born and raised in Loomis and he earned his degree in Business Administration from Saint Mary’s College of California. He holds the Series 7, 66, and California insurance licenses, is an Accredited Asset Management Specialist℠, a Chartered Retirement Plans Specialist℠, and is currently working towards the CERTIFIED FINANCIAL PLANNER™ professional designation. Prior to joining Owens Estate and Wealth in 2016,Dylan was a Financial Advisor at Edward Jones.

In his free time Dylan likes being outdoors as much as possible - playing golf, boating, skiing, and traveling.

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