John Mcgowan
Advisor at Mandala Financial Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Mandala Financial Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Mandala Financial Advisors LLC
Location
Salida, CO 81201
Credentials
CFP®
Industry experience
6 years
We’re a different type of wealth management group.
I founded Mandala Financial Advisors on the principal that progressive people deserve advisors who will guide them to financial success without compromising what they value - a sustainable and just world.
Our clients come to us at all stages of life, each with a unique blend of circumstances and objectives. Yet they all share two traits: They value personal wellness and they are lifelong learners. Many are academics, nonprofit professionals, and business owners/entrepreneurs. Mostly women. They tend to be community-centric, compassionate, and follow the adage, “think globally, act locally.”
Our mission is to: • Maximize the likelihood of your achieving your current and future financial goals. • Replace your stress over money with financial confidence and wellness. • Empower you to create positive social & environmental change.
We use a holistic planning process that integrates all facets of your financial life into a personalized financial plan, a map to achieving your goals. We have found the ongoing coaching we provide is a key ingredient to ultimate success. We use a rigorous process for selecting best-in-class ESG (Environmental Social Governance) investment products to match your financial and sustainability objectives. We are a fee-only advisor which means our income is only from fees you pay us for services rendered, not from commissions investment companies pay some advisors for selling products.
I have over 25 years of experience providing sophisticated and caring financial guidance to clients. I am a CFP® practitioner. My educational credentials include an MBA from University of Chicago’s Booth School of Business and a B.S. in Mathematics from Loyola University of Chicago. I’m passionate about community service, with a keen interest in the environment, human rights, and the arts. Years of experience in leadership roles on nonprofit boards taught me capitalism without conscience is flawed.
I’m openly gay which taught me early on to embrace the things that make each person unique. I’m an outdoor and fitness enthusiast who likes to spend time hiking, skiing, and exploring. I’m a student of secular Buddhism, always growing and learning to be a better me.
I encourage you to visit our website (https://mandala.financial) to learn more about Mandala Financial Advisors. We make it easy to schedule a complimentary, no-pressure, introduction meeting.
Based on Mandala Financial Advisors LLC
1.00%
$305/hr
AUM fees are tiered: 1.0% on the first million and 0.5% on all assets over $1 million; includes both financial planning and investment management. Financial planning, only, is available under an hourly fee.
123 G Street, Suite 103
Salida, CO 81201
Colorado · Iowa
Mandala Financial Advisors LLC
2019 - Present (7 years)
Krause Group
2018 - 2019 (1 year)
Unemployed
2017 - 2018 (1 year)
CTC/myCFO
2014 - 2017 (3 years)
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