Dylan joined Owens Estate and Wealth Strategies Group in 2016 as a Financial Advisor. He is responsible for drafting financial plans and works closely with the team 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.
As a voting member of the Investment Committee, Dylan contributes to the review, monitoring and decision-making process of our portfolios.
Dylan 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.
After spending 6 years in the Bay Area, Dylan is very happy to be back in the foothills, close to his family and outdoor hobbies. In his free time, he enjoys being with family and friends, boating, playing sports, 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.