Marc J. Lowenberg,  CFP<sup>&reg;</sup> - Financial Advisor

Marc J. Lowenberg, CFP®

MBA, ChFC

Financial Advisor

Lowenberg Wealth Management

208 Old Lancaster Road
Devon, PA 19333
FINANCIAL ADVISOR'S WEBSITE
(484) 259-1606

General

Marc Lowenberg is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Lowenberg Wealth Management in Devon, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - MBA

Insurance Licenses

  • Life insurance: NJ,NY,CA,MD,VA,PA,DE,OH.FL
  • Health/disability insurance: PA,NJ,NY,MD,VA,OH,DE.FL
  • Fixed annuities: FL,NJ,NY,CA,MD,VA,PA,DE,OH
  • Variable annuities: FL,NJ,NY,CA,MD,VA,PA,DE,OH

Broker-Dealer Affiliation

John Hancock Financial Network/Signator Investors, Inc.

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Annuities, Asset Allocation, Investment Management, Estate Planning, Mutual Funds, Insurance, Retirement, Succession Planning, Long-term Care

More

Helpful Financial Planning Resources