Financial Planner CFEd®
Tony Mowrer is a Financial Planner and Certified Financial Educator (CFEd)® and has been advising clients and other financial representatives since 1989. He firmly believes that no one strategy fits everyone, which is why he takes a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Over the years, he has found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial services world.
Tony and Clint Gharib have known each other more than 25 years. A passionate Ohio State University alumnus, Tony has passed the Series 7 (General Securities Registration), Series 4 (Registered Options Principal Examination) and Series 24 (General Securities Principal) securities exams and holds insurance licenses in several states.
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