Mark D. Lowe is a Certified Financial Planner and Financial Advisor with Planning Alliance as well as Founder and President of The Conservative Advisor, LLC. His practice focuses on providing affluent professionals and business owners with financial strategies for lifetime wealth accumulation and protection. He also helps clients minimize portfolio risk, potentially lower tax exposure, and leave a legacy to their heirs.
Mark joined the firm in 2009. In 2007, he founded The Conservative Advisor, LLC. Prior to joining Planning Alliance, he was Insurance Division President of Montauk Financial Group, a national securities firm with 750 members.
Mark is an industry thought leader conducting seminars in front of medical associations, hospitals, unions, CPA societies, corporate retiree groups, and large corporations on a wide range of financial topics. He has published numerous articles on financial planning and has been a guest speaker on radio and television programs. Mark is a published author of the book The Conservative Advisor for the Conservative Investor, which explains how to minimize taxes, increase lifetime income, and leave a tax-free legacy.
Mark is former President of the Central New Jersey Estate and Financial Planning Association. He 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. He has obtained his licenses and designations from The American College of Financial Services.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 TICE BLVD, SUITE 280, WOODCLIFF LAKE NJ, 07677, 973-2444420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Planning Alliance is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 0C82898.