Mark D. Lowe, CFP , ChFC, CLU
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 – Stocks, Exchange Traded Funds/Bonds, Series 6 – Mutual Funds and Annuities, Series 65 & 63 – Registered 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. In addition to being President and Founder of The Conservative Advisor, he remains Senior Vice President of Planning Alliance and the Investment Specialist of the firm in 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 & Financial Advisor of Park Avenue Securities, Financial Representative of Guardian.
CA Insurance License #0C82898