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Tony Owings CFP® CDFA®

CERTIFIED FINANCIAL PLANNER™

Certified Divorce Financial Analyst®

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Meet Tony Owings

Tony Owings embarked on a fulfilling financial planning career in 1994, marking the beginning of a journey dedicated to managing assets and cultivating client relationships. The journey started at A.G. Edwards and Sons in Sacramento, CA, where Tony gained invaluable experience in the intricacies of financial planning.

In the year 2000, a significant chapter unfolded as Tony and his family relocated to Minneapolis, MN, bringing them closer to his wife's family. During this period, Tony took on the role of an independent financial adviser at Raymond James Financial Services. It was at Raymond James that Tony honed his financial planning skills and achieved the CFP® designation from the Certified Financial Planner Board of Standards.

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​In 2008, a return to California marked the establishment of Tony's practice in the Rocklin/Roseville communities. With a commitment to assisting individuals navigating divorce, Tony earned the Certified Divorce Financial Analyst credentials, providing needed guidance on the financial implications of crucial decisions during challenging times.

Beyond the professional realm, Tony is an active and engaged member of various professional and community organizations. He is a proud member and twice past president of the Rotary Club of South Placer, reflecting his commitment to community service. Additionally, Tony has contributed as a past president of the South Placer Estate Planning Council and is associated with esteemed groups such as the Northern California Financial Planning Association, The Institute for Divorce Financial Analysts, the Financial Securities Institute, The Sacramento Divorce Collaborative Practice Group, and the Rocklin Chamber of Commerce.

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​In his leisure time, Tony finds joy in various pursuits. Whether it's relishing moments at the family Tahoe Donner retreat, enjoying a round of golf, hitting the slopes for skiing, showcasing culinary skills in the kitchen, or strumming chords on the guitar, Tony embraces a well-rounded life. He resides in Roseville with his wife Kari, daughter Binbin, along with their family dog, Bella.​Tony continues to make a positive impact in both professional and personal spheres, embodying a commitment to financial well-being, community service, and a rich, balanced life.

Contact

I'm always looking for new and exciting opportunities. Let's connect.

916-580-3025

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. marketed as Legato Financial is not a registered broker/dealer and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Legato is separately owned and operated and not independently registered as a broker-dealer or investment advisor. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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SmartVestor is an advertising and referral service for investing professionals (“SmartVestor Pros”) operated by The Lampo Group, LLC d/b/a Ramsey Solutions (“Ramsey Solutions”). Pursuant to an arrangement between Ramsey Solutions, Raymond James Financial Services Advisors, Inc. (“RJFSA”) and your advisor, your advisor pays Ramsey Solutions a flat monthly fee to: (a) be a SmartVestor Pro, (b) advertise services through the SmartVestor website, and (c) receive client referrals in the form of an initial introduction to interested consumers who are located in your advisor’s Pros geographic region.  Ramsey Solutions is not a current client of Raymond James, and therefore this is an endorsement under the Advisers Act. RJFSA and its affiliates (collectively, “Raymond James”) do not endorse and are not affiliated with Ramsey Solutions, except with respect to the arrangement described above, and neither Ramsey Solutions nor its agents are officers or employees of Raymond James. Further, neither Ramsey Solutions nor its agents are authorized to provide investment advice or act in any way on behalf of Raymond James, except in connection with providing your contact information to your advisor.

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