Wealth Advisor, CFP®
A CERTIFIED FINANCIAL PLANNER™ born and raised in Washington State, Lowell graduated from the University of Washington with a bachelor’s degree in economics. His practice focuses on retirement income and goal based planning for successful physicians and their families. Lowell enjoys reading, playing the guitar, running and spending time with his wife, two children and friends. He is also actively involved in Ahmsa, an international non-profit organization that focuses on economic development and alleviating poverty.
Visit Merriman Pulse for physician-specific content from Lowell
In this short video, Lowell talks about the challenges that physicians face when dealing with financial concerns. Issues of income replacement, lack of time and changes in the healthcare system are just some of the challenges that physicians face when managing their money.
I love having the chance to work with my clients to help them achieve their goals. In particular, I really enjoy getting to work with a variety of doctors and professionals in the medical industry. Coming from a medical family, I know the challenges that doctors face when managing their careers and financial goals. Having the chance to partner with physicians and provide some peace of mind around their finances is really rewarding.
Lowell has been featured in these other publications:
The Seattle Times – High-tech guy struggles with student loans, medical bills | Financial Makeover
MarketWatch – Fix your 401(k)
The Wall Street Journal – Would you lend money to these people?
The Seattle Times – Student loans, condo payment squeeze couple’s wallet | Financial Makeover
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Joe grew up in a financially relaxed household. Money came easily to his parents and when they needed something, it was there. He wasn’t spoiled, just well taken care of. Lucy was just the opposite. Money was scarce. Choices had to be made. When Joe and Lucy got...
I recently received a question from a client of mine about an article that referenced rebalancing a portfolio at the same time each year. In theory, an annual rebalance is not a bad way to go. However, there’s quite a bit more to how we manage the rebalancing process...
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.