David Owens Email & Phone Number
Partner @ Maia Wealth
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David Owens Location
- Denver, CO, US
David Owens Work
- 2025 -now Partner @
- 2025 -now Investment Committee Member @
- 2022 -now Senior Business Partner @
- 2019 -now Wealth Management Advisor @
- 2015 -2019 Financial Advisor @
- 2012 -2017 Independent Broker
- 2012 -2017 Regional Director | Certified College Advisor @ American College Foundation Colorado
- 2008 -2009 Owner @
- 1998 -2008 Stock Trader
David Owens Education
- Brigham Young University - Idaho
Bachelor's (BA) degree (Bachelor's of Applied Business Management)
2021-2025 - BYU-Pathway Worldwide
Certificate (Commercial Fundamentals)
2020-2021 - Metropolitan State University of Denver
CFP® and ChFC® Coursework (Financial Planning and Services)
2020-2020
David Owens Skills
- Strategic Planning
- Business Development
- Customer Service
- Small Business
- Account Management
- Sales
- Leadership
- Asset Allocation
- Retirement Planning
- Estate Planning
- Wealth Management
- Deferred Compensation
- Investments
- Asset Management
- Financial Planning
- Finance
- Tax Planning
- Investment Management
- Retirement Income Strategies
David Owens Summary
- David Owens, based in Denver, CO, US, is currently a Partner at Maia Wealth. David Owens brings experience from previous roles at Maia Wealth, Silver Oak Wealth Planning and MassMutual Financial Group. David Owens holds a 2021 - 2025 Bachelor's (BA) degree in Bachelor's of Applied Business Management @ Brigham Young University - Idaho. With a robust skill set that includes Strategic Planning, Business Development, Customer Service, Small Business, Account Management and more. David Owens has 3 emails and 1 mobile phone numbers on RocketReach.
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