Bob Owen has been a financial consultant since 1979. Since co-founding SCM with Ian Rose in 2012, he has worked primarily with surgeons of all specialties across the U.S. to help them accumulate, manage, protect, and distribute wealth.
Bob also helps private medical practices with implementing buy/sell partnership agreements, disability buyouts, pension formation, practice management, and other employee benefits programs. Bob frequently attends Surgical meetings in order to keep abreast of issues impacting Surgeons.
In 1984, as president of the Philadelphia chapter of the Certified Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) groups, Bob was the first chapter president in the country to hold both professional designations. Bob has successfully mentored two startup companies devoted to finding strategies for client investment and insurance needs, and during that time received a patent from the U.S. Patent Office (6,067,522, Health and Welfare Benefit Enrollment and Billing Method).
Bob graduated from The College of William and Mary (B.A., Business Administration).
Bob enjoys traveling with his wife, Peggy, and playing golf on the east end of Long Island. Bob and Peggy are also lifetime members of the Lincoln Forum.
California Insurance License Number 0K24313.