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Building Financial Success

Building Financial SuccessBuilding Financial SuccessBuilding Financial Success
Home
Blog
Resources
FAQs
About Us
Contact Us
More
  • Home
  • Blog
  • Resources
  • FAQs
  • About Us
  • Contact Us
  • Home
  • Blog
  • Resources
  • FAQs
  • About Us
  • Contact Us

Who We Are

About Gloria

My career as a financial advisor began in 2003 with VALIC, and in 2008, I chose to become an independent financial advisor/planner.  By making this move, I have been able to better serve my clients and offer a broad, comprehensive range of services and products.  In 2013, I began contracting with Cambridge Investment Research, an asset management firm that allows me even greater flexibility and access to financial products that meet my clients’ needs as an independent investor.  Currently, I'm Vice President at Synergy Wealth Management, an aggregate of cooperating independent investors.


I earned my business degree from University of Houston Downtown in 2006, and later earned the designations as a ChFC® (Chartered Financial Consultant®) and RICP® (Retirement Income Certified Professional®). These designations have provided me with extensive knowledge of tax, trust, and product issues. I am licensed to provide any financial service in the states of Texas, Florida, and Washington.  


Born and raised in Lake Charles, Louisiana, I have lived in the Houston area for over 40 years.  Together with my husband of over 40 years, I have two grown children and three young granddaughters. In my free time, I enjoy volunteering with the Alief Education Foundation, supporting several animal rescue organizations, and acting in community theater.


Check the background of investment professionals on FINRA’s BrokerCheck.



About Karen

As my client services manager, Karen is new to the world of finance.  She spent seventeen years at varying levels of the education sector, but now brings her creativity, writing skills, software capabilities, and passion for training peers to support me as I continue my mission to help women and all people to secure their financial futures.   Karen earned a bachelor’s degree in business from Texas A&M University and a master’s degree in education from the University of Texas at Arlington. She has lived in the Houston area for over 35 years and enjoys suburban life with her spouse and way too many animals.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member  FINRA/SIPC. Advisory services through 

Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.


This communication is strictly intended for individuals residing in the states of TX, FL, and WA.  No offers may be made or accepted from any resident outside the specific states referenced.


The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Gloria Dowiak makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.


Copyright © 2022 Gloria Dowiak - All Rights Reserved.


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