Our Team

Our Team

CERTIFIED FINANCIAL PLANNER™ Professionals – Fiduciaries Held to a Higher Standard

All SFG advisors are CERTIFIED FINANCIAL PLANNER™ professionals and have completed a comprehensive course of study, focusing on financial planning principles and analysis. The SFG advisors have committed to the CFP Board’s Code of Ethics and Professional Responsibility, upholding the industry’s highest standards and principles.

 

 

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Donald J. Sowa, CFP®, AIF®

President, CERTIFIED FINANCIAL PLANNER™ Professional

    Don began in the financial services industry in 1986 working for a small firm out of Providence, RI. He set out to start his own venture in 1993, Sowa Financial Group. Soon after, he brought on some trusted colleagues, including Steven Beauvais, who shared in his vision for a higher standard of client service. Don knew early on that truly serving his clients’ best interests would require him to be independent. His aim was not to sell a particular financial product, but to ask, “Who is my client, and what are his/her needs?”

    Don is President and founder of Sowa Financial Group, Inc., and is a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®), holding the Accredited Investment Fiduciary® (AIF®) certification. He has also served as President of the RI Institute of Certified Financial Planners (now known as the FPA). After office hours, Don continues to offer his financial insight as host of MoneyTalk, Southern New England’s longest running financial talk radio program.

    Don earned his bachelor’s degree from Bryant University, and has taught as adjunct professor at Roger Williams School of Business. He has been mistaken in his younger years for NFL Quarterback, Bob Griese, and in more recent years for country star, Kenny Rogers. Don lives in Cumberland, RI with his wife Kathy, where he enjoys barbecuing by the pool with his four children and four grandchildren.

        

Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations 496 Rhode Island wealth managers were considered for the award; 175 (35 percent of candidates) were named 2016 Five Star Wealth Managers.
 
These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.

 

Steven J. Beauvais, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional

    Steve started his career in finance in the late 80’s, learning the ropes while working under one of the leading financial advisors in the state. When he was approached by Don Sowa to join his young firm, Steve recognized the opportunity. Now, after more than 25 years in business, Steve has helped Don grow Sowa Financial Group into one of the region’s most recognized and respected names in personal finance.

    Steve is a CERTIFIED FINANCIAL PLANNER™ Professional, upholding the industry’s highest standard for ethics and personal responsibility. Steve has taken an active role in the finance community, previously serving as President and Chairman of the Board of the RI Institute of Certified Financial Planners (now known as the FPA), and co-hosting the MoneyTalk radio program alongside Don Sowa for over 25 years.

    When he is not in the office, Steve can more than likely be found out on the lake, feeding his passion for boating and fishing. “Fishing, like investing, takes patience, strategy, and good instincts. Sometimes being out on the water puts everything in perspective.” – Steve Beauvais. Steve lives in Smithfield, RI with his wife Ellen, and is the proud grandfather of Keplar, Cora and Parker.

        

Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 496 Rhode Island wealth managers were considered for the award; 175 (35 percent of candidates) were named 2016 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.

Donna Sowa Allard, CFP®, AIF®

CERTIFIED FINANCIAL PLANNER™ Professional

   

    Growing up, Donna planned to become a teacher.  However, after spending summers working in her father’s office, she realized that being an effective financial advisor was really about education - educating clients and empowering them to make good financial decisions. 

    Donna has been a member of the SFG team since 2006.  She holds securities licenses through Commonwealth Financial Network®, along with Life Insurance and Long-Term Care Insurance licenses.  Donna is a CERTIFIED FINANCIAL PLANNER™ Professional and holds the Accredited Investment Fiduciary® (AIF®) designation.  She is certified to sell LTCi through the Corporation for Long-Term Care (CLTC).

    Donna graduated with honors from Providence College with a degree in Finance.  She is an active member with the local Financial Planning Association, and serves as a member of the board of directors.  A native Rhode Islander, she lives in Cumberland, RI with her husband, Matthew, and three children, Connor, Grace and Joseph.  When she isn’t working, Donna can be found as a proud parent, cheering on the sidelines of whatever sport is in season.

        

Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations 496 Rhode Island wealth managers were considered for the award; 175 (35 percent of candidates) were named 2016 Five Star Wealth Managers.
 
These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.