Richard Mowrer joined CREATIVE Financial Group in 2020 as a Financial Advisor & investment specialist. With close to 20 years of experience in the financial services and investment industry, he has developed and honed his expertise for investing and wealth management strategies through all types of market cycles. He specializes in developing and implementing comprehensive investment plans and portfolio analysis for his clients to help them achieve their financial and investment goals.
Working with a range of clients from individuals, to families and business owners of all sizes, my goal is to provide a plan to build financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals by identifying gaps in their long-term financial strategies and utilizing individualized goal analysis and protection strategies to offer solutions.
- Prudential Advisors, Financial Advisor, Exton, PA
- OceanSquare Asset Management, Senior Portfolio Manager, Wayne, PA
- BlackRock – Vice President & Portfolio Manager, Philadelphia, PA
Rich is a graduate of Drexel University where he earned a Bachelor of Science degree in Finance in 2002, then his MBA in finance in 2007 and remains a member of the Drexel Alumni Association. He holds FINRA Series 7, 63, and 65 securities licenses, and has his PA Life, Accident and Health insurance license.
Rich resides in West Chester, PA with his wife Cristin and their three boys Ryan, Daniel & Matthew. He is an active member of his community coaching his sons in soccer, basketball & baseball, is a board member of West Side little league, and the President of his family’s charitable foundation.