Christopher W. Lowe, CFP®
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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's degree in Business-Economics from U.C. Santa Barbara and his Master of Business Administration in International Business from Schiller International University in Paris, France.
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Chris is active with the U.C. Santa Barbara alumni association and enjoys playing tennis and cooking. He also supports various not-for-profit organizations including Good Shepherd Center for Homeless Women and Children and volunteers at animal rescue centers.