Owen is dedicated to helping clients navigate their financial journey with clarity and confidence. As an Associate Advisor at Foundation Wealth Management, LLC, he works closely with the firm’s managing partners to support clients by developing financial deliverables and keeping financial plans updated as their lives evolve.
Owen has gained valuable experience working with a diverse client base along the East Coast, thanks to his tenure at various Registered Investment Advisory firms. His ability to analyze financial situations and adapt strategies ensures that clients receive tailored, up-to-date planning.
Owen holds a Bachelor’s degree in Finance and Financial Planning from Temple University, where he was actively involved in the Financial Planning Association (FPA) student chapter. He served as Director of Communications and Vice President, where he helped bridge the gap between students and the financial industry by organizing career events and sharing industry updates.
Owen earned his Certified Financial Planner (CFP®) designation and is a CERTIFIED FINANCIAL PLANNER™ PRACTIONER.
A Delaware County native, Owen now resides in Media, PA. Outside of work, he enjoys playing guitar, discovering classic films, and spending time with friends.
