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Phil Lowe

Certified Financial Planner (TM) at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">LOWE FINANCIAL Servcies</span>
Intro Book
Phil Lowe, a seasoned financial expert with 28 years of experience, holds a Certified Financial Planner (TM) degree from The American College, and a Master's in Business Management from Central Michigan University, guiding clients to financial independence.
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Location
Phoenix, Arizona, United States, US
Skills
  • Portfolio Management
  • Annuities
  • Aviation
  • Risk Management
  • Asset Management
  • Show all
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Bio

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Phil Lowe is a seasoned financial expert with 28 years of experience in the industry. As a Certified Financial Planner (CFP) and former Captain in the United States Air Force, he brings a unique blend of military and financial acumen to his work. Lowe has held leadership positions at LOWE FINANCIAL Services, where he has helped clients achieve financial independence through disciplined planning and goal-setting. His expertise spans portfolio management, annuities, aviation, risk management, and wealth management, among other areas.

Experience

  • LOWE FINANCIAL Servcies
    • Scottsdale AZ
    • Certified Financial Planner (TM)
      • Jan 1996 - Present
      • Scottsdale AZ

      I have updated my profile to show where I work as CFP. I have been with this company for 15 years. I am an Account Executive and Financial Planner. I help people reach financial independence the old fashion way by setting goals and using financial discipline to attain those goals.

  • Southwest Airlines
    • Phoenix, AZ
    • Captain
      • 1989 - 2005
      • Phoenix, AZ

      After the Air Force I flew for SWA. During this period I started my Financial Adviser career to help aviation professionals manage their retirement savings.

  • United States Air Force
    • World Wide
    • Lieutenant Colonel
      • Sep 1968 - Apr 1989
      • World Wide

      Pilot in F-4 Phantom and F-16. Vietnam Veteran, Retired as Squadron Commander for 421TFS at Hill AFB , UT.

Education

  • 2000 - 2001
    The American College
  • 1974 - 1975
    Central Michigan University
  • 1964 - 1968
    The Citadel

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Finance and Banking”

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