Tamara Lowenberg ,Cfp®
About Tamara Lowenberg ,Cfp®
Tamara Lowenberg, CFP®, is a Managing Director at Creative Planning LLC, where she has worked since 2013 in El Dorado Hills, California. She holds a Bachelor of Business Administration from Westminster University and previously served as Vice President at Fidelity Investments from 2007 to 2013.
Work at Creative Planning
Tamara Lowenberg has served as Managing Director at Creative Planning LLC since 2013. In this role, she has contributed to the firm's growth and client service initiatives in El Dorado Hills, California. Her responsibilities include overseeing operations and managing client relationships. As a Partner and Managing Director, she plays a key role in strategic decision-making and the overall direction of the firm.
Education and Expertise
Tamara Lowenberg earned a Bachelor of Business Administration (BBA) degree from Westminster University. Her studies focused on Business Administration and Management, providing her with a solid foundation in business principles and practices. This educational background supports her expertise in financial planning and management.
Background
Prior to her current position, Tamara Lowenberg worked at Fidelity Investments as Vice President from 2007 to 2013. During her six years at Fidelity, she gained significant experience in the financial services industry, which has informed her approach to client management and investment strategies.
Professional Experience
With over a decade of experience at Creative Planning and six years at Fidelity Investments, Tamara Lowenberg has built a robust career in financial planning and investment management. Her roles have equipped her with skills in leadership, client service, and strategic planning, essential for her current position as Managing Director.