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Meet Rich

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Richard Headshot

Richard P. Rowley, LUTCF®

Owner, Agent


My Why

Why did you choose financial planning?

I enjoy learning and helping others learn about how money works and better ways to use it.

Why do you care about helping people with their money?

I want to help people do something that they won't do for themselves.

What keeps you passionate about this work?

Helping people take care of a problem and working with my son each day.

What’s your story behind becoming an advisor?

I started investing when I was 18 instead of buying car stereos and speakers like my friends and eventually, they started asking me about investing.


In the Office

What can clients expect in working with you?

A real person who checks in, listens, and doesn’t try to sell you anything. Just someone who wants to help.

How would you describe your planning approach?

Straightforward. I help people do what they might not do on their own—take care of their money and future.

What do you value in client relationships?

I care about how people are really doing—not just their accounts. That’s why I still make the calls.


Out of the Office

What do you love to do outside work?

Spend time with family and friends and play golf 

How do you spend time with family or friends?

Traveling, dinners and golf/pool time

What hobbies or interests define you?

Cooking and golf

What do you love about living in Utah/American Fork?

Small town feel but with access to amenities


Fun Facts

Favorite Food:

Smash burger and fries

Go-To Movie:

Ferris Buhlers Day Off

Weekend Ritual:

Golf with Family

Favorite Band:

Pink Floyd

Favorite Golf Partner:

Wife

Secret Talent:

Cooking

Value I Live By:

Better today than I was yesterday

Favorite Course Played:

TPC Nicholas La Quinta

Go-To Club in the Bag:

Putter


OUR LOCATION


21 E 100 North, Suite 104
American Fork, UT 84003

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CONTACT US


Phone: 801-756-3111
rmrowley@ft.newyorklife.com
rrowley@ft.newyorklife.com

Schedule a Meeting
Disclosure

Reuben Rowley is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #4177477), MN, MO, SC, and UT. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Reuben Rowley is licensed and authorized to offer insurance in California, but Mountain Sage Financial may not be. For additional information on California licensure status, please click here.

Reuben Rowley is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 21 E 100 N Ste 104, American Fork, UT, 84003, 801-756-3111. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, and UT. No offers may be made or accepted from any resident outside the specific states referenced.

Reuben Rowley is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, CO, and UT. As such, these services are strictly intended for individuals residing in the states referenced.

Richard Rowley is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AR (AR Insurance License #3198727), AZ, CO, MN, MO, SC, and UT. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Richard Rowley is licensed and authorized to offer insurance in Arkansas, but Mountain Sage Financial may not be. For additional information on Arkansas licensure status, please click here.

Richard Rowley is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 21 E 100 N Ste 104, American Fork, UT, 84003, 801-756-3111. In this regard, this communication is strictly intended for individuals residing in the states of CO, and UT. No offers may be made or accepted from any resident outside the specific states referenced.

Mountain Sage Financial is not owned or operated by New York Life Insurance Company or its affiliates.

Neither Mountain Sage Financial nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

Click Here
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