Finding the first steps to a wealth earning future is starting with the proper fundamentals and a team of professionals at your back.
That is where Owens investment advisors come in.
Our advisors follow a strict philosophy on Wealth management
Proactive, not reactive
Emphasis on asset allocation
Custom investment solutions
Personal relationships and service
Focus on positive participant outcomes on 401k’s
Fiduciary responsibility
“Whether your financial goals are short term like buying a home or paying for college or long term like retirement of legacy planning, success in markets always starts with THE PLAN”
David Owens
David Owens is the CEO and Founder of Owens Investment Advisors. He has over a decade in Award winning investment experience. Originally from Napa, he graduated from UC San Diego where he received a Bachelor’s of Science degree in Biology. While in college David was recruited by a consumer company, where he was promoted to GM/Executive Vice President for his hard work and due diligence.
In 2007, due to the pending sale of the business, he decided to pursue his passion of investment management and financial planning. David has worked with some of the best known investment firms, where he kept a peerless service record. He was an award winning advisor with Edward Jones and was the top planner of Metlife's Financial Planning Division. In 2018, David started Owen's Investment Advisors with the realization that his clients needed a truly independent Wealth Management Team.
David believes that investing in his community is just as powerful as his investments for his clients. He is an avid member of the Monarch Beach Rotary Club as well as a past president for them. He is a board member of the Kappa Phi chapter of the Pi Kappa Alpha alumni advisory council. David also volunteers with the 5th Marine Regiment support group, among other charities. In his free time, he enjoys camping, hiking, scuba, movies, watching football and just spending time with his daughter!
Alex Clark
Office Administrator
Alex Clark is Owens Investment Advisors’ office administrator, coordinating daily operations, client scheduling and communications, office systems and supplies, and administrative support for advisors. Detail-oriented and reliable, he handles compliance documentation, client on boarding, and boosts client experience, contributing to the firm’s professionalism and operational excellence.
Alex’s drive for the clients of OIA is paramount for him as he loves helping others. This comes from his background as a wildfire firefighter in California. His free time is hiking up some of the biggest mountains in the west coast, traveling around the U.S. and working with others as a volunteer.