Helping to Protect, Preserve and Grow the Assets of our Clients.
My name is Marc Lowenberg. Welcome to my Web site.
As a financial professional and active member of my community, I am dedicated to helping individuals and businesses build their financial futures.
To stay on top of my field and develop my professional skills, I’ve regularly attended industry training and certification programs. My training includes completing the curriculum and passing the rigorous exams for the:
Certified Financial Planner (CFP®)
Chartered Financial Consultant (ChFC®)
My academic achievements include:
Bachelor’s Degree from Ursinus College.
Master of Business Administration from Saint Joseph's University.
My education, experience and professional affiliations have fostered my practical approach to offering financial services and advice to my clients. We use strenuous planning tools to create a financial plan appropriate for your needs and goals. First, I’ll consider your specific financial goals and investment objectives. Working together, we’ll formulate a strategy to help you achieve them. Then I’ll recommend the appropriate products and services to help you execute your strategy.
Maintaining a strong sense of community and a solid professional foundation are very important to me.
ABOUT ME:
Currently, I reside in Villanova, Pennsylvania with my wife, Brenda and our two daughters and son. We enjoy traveling and spending time with our friends and family. My family and I are affiliated with the Chester County Chabad. I am an avid golfer and a member of Rivercrest Country Club in Oaks, Pennsylvania.
Thank you for visiting my website.
Best Wishes,
Marc Lowenberg
CFP®, CERTIFIED FINANCIAL PLANNER® and CFP ®
are certification marks owned by the Certified Financial Planner
Board of Standards, Inc. These marks are awarded to individuals
who successfully complete the CFP Board's initial and ongoing
certification requirements
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