David S. Mowatt                        







David S. Mowatt

President, Mowatt Financial Inc.
Investment Advisor Representative
Registered Representative


When it comes to money management, you need a financial advisor who tells you the plain, unvarnished truth. Your need for the truth is delivered to you in the form of not only education, but also over 30 years of hard-won experience. Dave Mowatt has the experience and knowledge that you are looking for. He is the president of Mowatt Financial Inc., a company that specializes in corporate and individual money management and planning. Dave holds a degree in Economics from the University of Michigan that he completed in 1980.

Dave learned the importance of personal planning and written agreements early in life. Dave was just out of high school when his dad, an appliance repairman, died at the age of 46. The assumption was that young Dave would continue in the family business. His father's business partner had other ideas. Three days after the death of his father, the Mowatt’s were forced out and faced a very tough financial road. Insurance was inadequate and there were no written partnership agreements. This proved to be a very hard and expensive lesson.

Dave works closely with his clients to see that their financial goals are obtained. He works with individuals, families, and business owners on a variety of financial concerns including retirement planning, employee benefit plans, second to die insurance and tax advantage programs.

What Dave practices is not textbook living; it's not make-believe; it's real life and real business. You need written, personal financial goals and good business agreements. It takes discipline and it sometimes takes the aid of legal and financial specialists to make a business or personal financial plan a reality.

PAST and CURRENT AFFILIATIONS

Chairman / Member,
South Metro Denver Chamber of Commerce
President,
Littleton Hospital Foundation
Member,
City of Littleton Planning Commission
Member,
Littleton Sertoma Club
Chairman
Western Welcome Week

AREAS OF EXPERIENCE
Investments

Retirement Planning

Estate Planning

Insurance

Real Estate

Buy and Sell Agreements


EDUCATION AND CREDENTIALS
Bachelor of Arts in Economics
University of Michigan

FINRA Series 7, 24, & 63 Licensed
Insurance Licensed in the State of Colorado
Life, Variable, Health, Disability, Long Term Care