Dan Owen, CFP®, CLU®, ChFC®, AEP®, RICP®
Wealth Management Advisor


Physicians Nationwide

You know what you want in life. What you may not know is what challenges may arise along the way. When it comes to financial security, you need to be prepared and protected for what life brings.

Throughout your lifetime, Dan Owen will help you understand what you need to prepare for and protect. You can feel confident that your financial future will be more secure.

My Mission

The mission is to make your retirement dreams a reality. First, we must learn to understand each other so that we can work side-by-side to create a bigger vision for your future. No matter where you see yourself headed, we can help you customize and implement strategies that meet you there.


Featured News

Dan Owen Sponsors UNCW Athletics

Dan Owen is sponsoring two UNCW Seahawks baseball games this season. The first took place on April 11 as the Seahawks took on the NC State Wolfpack. Dan was invited to throw out the first pitch for both games. The next sponsored game will take place on May 15 as the Seahawks take on the UNC Chapel Hill Tar Heels.

Dan Owen Earns Retirement Income Certified Professional (RICP®) Designation

Dan Owen has earned the Retirement Income Certified Professional (RICP®) designation from The American College, Bryn Mawr, PA.

The RICP® educational curricula is a complete and comprehensive program available to financial professionals looking to help their clients create sustainable retirement income. The rigorous three-course credential helps master retirement income planning, a key focus area not fully covered in other professional designation programs. From retirement portfolio management to techniques and mitigation of plan risks to the proper use of annuities, employer-sponsored benefits and determining the best social security claiming age, the RICP provides a wealth of practical information.

RICPs® identify retirement income needs and objectives and evaluate a client's current situation relative to those goals. The program covers a broad range of retirement topics including income needs and objectives, estate issues and other risks to the retirement income planning, social security, health insurance and housing decisions, and income taxation.


Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck