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Christopher W. Lowe is a CERTIFIED FINANCIAL PLANNER™ professional and financial advisor at Retirement Benefits Group, one of the country’s premier retirement plan consulting firms, where he provides highly-personalized financial planning guidance to individuals, families and business owners. His focus is on helping clients prioritize their goals as they prepare for a secure retirement.
Prior to joining Retirement Benefits Group, Chris was a financial advisor at Morgan Stanley Smith Barney and Citigroup where we worked with clients with a net worth of $10 million and more. He also worked at U.S. Trust Company and Chase Manhattan Private Bank as a Portfolio Manager.
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Chris holds the Series 7, 6, 63 registrations through LPL Financial and the Series 65 with Retirement Benefits Group. He also has his California life agent and long-term care license and has earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Chris earned his Bachelor degree in Business and Economics from U.C. Santa Barbara and his Master of Business Administration in International Business from Schiller International University in Paris, France.
CA Insurance Lic. #0F85678
Chris is active in the Los Angeles community where he lives and is on the Board of the Good Shepherd Center for Homeless Women and Children. He also serves on the Board of the Los Angeles Chapter of the UCSB Alumni Association and volunteers at the Museum of Contemporary Art in downtown Los Angeles.