Bob Stowe CFP®972-733-9959
Alex Robert “Bob” Stowe is founding principal of Stowe Financial Planning, LLC, a fee-only financial planning and Registered Investment Advisor firm headquartered in Plano, Texas. Bob started Stowe Financial in fall 2001 in the immediate wake of 9/11.
“I was looking to start a different kind of business, one of client advocacy with a fiduciary responsibility. I wouldn't sell products and I would not be held to a corporate mandate that sells a certain type of service. I would have the freedom to define the client relationship.”
Bob is a member of the National Association of Personal Financial Advisors, an organization that requires its members to be fee-only. He is also a member of the Financial Planning Association and has served on the Board of Directors for its Dallas Fort Worth Chapter.
“I believe that trust ultimately defines a successful relationship, and that trust should be earned not only with empathy, but by demonstration of ethics and competency. Too many sales types look to get by on a demonstration of friendliness without the obligation.”
A 1978 graduate of the US Naval Academy, Bob graduated with a BS in Economics. He went on to receive his MBA from Southern Methodist University in 1989. In 1998 he completed the College for Financial Planning’s CERTIFIED FINANCIAL PLANNER™ Professional Education Program and was awarded his CFP® mark of distinction by the Certified Financial Planner Board of Standards.
Bob has been quoted in Financial Advisor magazine, Financial Planning magazine and The Dallas Morning News. He is honored to be an Investment Committee Chair of the Ursuline Foundation, former chair of Ursuline Academy Parent’s Annual Campaign and the Plano Symphony Board. He is married with three adult children. In his spare time, Bob enjoys reading, traveling and golf – and considers himself competent at two out of the three.
Roddy Warren CFP®972-733-9959
Roddy joined Stowe Financial Planning, LLC in 2013 and over the past decade has gained vital experience under Bob's mentorship. He received an MS in Personal Financial Planning from Texas Tech University and a BBA in Personal Financial Planning from Angelo State University with high honors. Roddy became a CERTIFIED FINANCIAL PLANNER™ practitioner in 2016 and is an active member of the Dallas/Fort Worth Financial Planning Association.
“I discovered financial planning early in my college studies and promptly fell in love with it as a desired profession. I enjoy working with people, but also like crunching numbers in a financial analysis. I think that made me a good match for Stowe Financial. My ultimate goal is to help people with their finances so they can live a happy, fruitful life.”
At Texas Tech, Roddy was a financial coach of Red to Black, an organization that offers free financial counseling to the Texas Tech student body. He received the Society of Financial Service Professionals 2013 “Excellence in Financial Education Award,” and was honored with the Scholarship Key at Angelo State University, as he had the highest GPA from the College of Business.
Roddy's responsibilities include drafting financial plans, conducting investment research and supervising client investment portfolios.
Roddy enjoys spending time with his wife and kids, playing with his dogs, watching/playing soccer and traveling.