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Mark D. Lowe, CFP® , ChFC®, CLU®

Mark D. Lowe, CFP® , ChFC®, CLU®

Senior Vice President

Mark D. Lowe is a Certified Financial Planner, Chartered Financial Consultant, Charted Life Underwriter, and Financial Advisor of Park Avenue Securities. Professionally he has passed the FINRA exams; Series 7 – Mutual Funds and Annuities, Series 6 – Full-Line Broker, Series 65 & 63 – Investment Advisor, Series 26 – Limited Principal. All of which require rigorous training and testing.

Mark has been providing conservative financial advice and insurance services to his clients since 1982. He is currently the Senior Vice President of International Planning Alliance, LLC and the Investment Specialist of the firm with offices in Bloomfield and Shrewsbury, New Jersey.

Mark provides individuals, families, and businesses with financial strategies with the goal of wealth accumulation and protections while minimizing risk and lowering taxes. His mission is to educate and guide clients towards their maximum wealth by helping them make intelligent money decisions. Mark helps his clients to enjoy their wealth over their lifetime with family and charities and still leave a legacy to their heirs with the goal of being free from Federal income and estate taxes.

Mark’s experience allows him to conduct seminars before medical associations, hospitals, unions, CPA Societies, corporate retiree groups, and large corporations, covering a wide variety of financial topics. He is the author of several articles of financial planning and has been a guest speaker on radio and television programs. He is a former President of the Central New Jersey Estate and Financial Planning Association. Mark is also a member of the society of Financial Service Professionals, The National Committee on Planned Giving, and has been approved for registration in the National Football League Financial Advisors Program.

 

Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian