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ACT Advisors, a firm specializing in financial planning and investment management for credit union executives, welcomes James Gowan as senior credit union executive consultant who will oversee the continued expansion of ACT Advisors into the credit union space.
Gowan brings with him over 30 years’ experience in the CU industry. This experience, a large amount of which was spent working in the field directly with CUs, has provided him a very strong understanding of the specific needs of CU leaders. Gowan’s expertise will further enhance ACT Advisors CU executive offerings.
CU executives have complex financial lives and their benefit packages and earnings set them apart. ACT Advisors deep understanding of the nature of these benefits packages and over 20 years’ experience working with top CU executives, enables them to deliver CU-centric comprehensive financial strategies to the c-suite.
ACT Advisors founder, Doug English, CFP®, expressed confidence in the addition to the team. “We are delighted to welcome Jim to ACT Advisors. His knowledge of the tools and services that credit union leaders’ need to thrive makes him a great fit for our team. We recognize that what works well for non-executives doesn’t necessarily transfer to the c-suite. Because of this, we’ve developed financial strategies and deliverables that are designed for credit union executives and Jim will help to introduce credit unions to these essential services.”
“I think the big thing we want is for credit unions to be successful” says Gowan. “When credit unions partner with ACT Advisors to take care of the specialized needs of their c-suites, it’s a win-win. The financial wellness needs of the executives are met and this can lead to improved performance that is levered throughout the entire organization. I am very excited for the partnership with ACT Advisors and to bring a much-needed service to credit unions across the country.”
Learn more at https://act-advisors.com/cuexec/
About ACT Advisors
ACT Advisors is an independent fee-only Registered Investment Advisor headquartered in Asheville, NC. With over 20 years’ experience serving credit union senior executives and board volunteers, ACT Advisors has a deep technical knowledge of the specialized plans of the credit union movement and works with executives to provide custom financial strategies. More information can be found at act-advisors.com/cuexec/.
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