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Drew Owen
CFP®
Director, Wealth Advisor
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About Drew
Drew Owen serves as Director, Wealth Advisor for Sequoia Financial Group.
Since graduating, Drew has gained a breadth of experience in the financial services industry, working in business development and advisory roles serving affluent individuals and providing leadership and training to fellow colleagues. His unique skillset allows him to seamlessly appreciate and successfully balance the quantitative and qualitative aspects his work—analyzing financial statements, stock options, and insurance policies to develop comprehensive integrated financial plans and finding great reward in listening deeply, thinking creatively to best support each client, communicating clearly, and cultivating authentic relationships with others. Drew holds the CERTIFIED FINANCIAL PLANNER™ designation granted through the Certified Financial Planner Board of Standards.
Drew currently resides in Rochester, Minnesota. He enjoys golfing, traveling, and spending time with family.
CFP Board owns the marks CERTIFIED FINANCIAL PLANNER™ in the U.S.
Accreditation & Education
Iowa State University, Bachelor of Science in Finance and Marketing
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Personal Insights from Drew:
My passion is helping successful professionals, physicians, business owners, and retirees turn their wealth into a source of confidence, not complexity. Wealth management isn’t just about managing assets; it’s about creating a strategic, tax-efficient plan that maximizes impact, supports their lifestyle, and ensures a lasting legacy. Through our collaborative, team-based approach, we provide comprehensive guidance tailored to each client’s unique goals and needs. By leveraging our collective s, we help clients navigate sophisticated financial strategies with clarity, and efficiency so they can focus on what matters most.
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Drew Owen, CFP®
Director, Wealth Advisor
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