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Tamara Lowenberg, CFP®Managing Director

Tamara serves as Managing Director with Creative Planning, working directly with clients to develop and implement comprehensive financial plans to address their goals and most complex financial needs. Tamara practices in the areas of retirement planning, investment management, tax, estate planning, business succession planning, corporate stock option planning, liability and risk management and charitable planning. Tamara’s approach focuses first on a thorough understanding of your circumstances in order to provide you with a truly customized plan and investment approach to achieve your goals.

Prior to joining Creative Planning, Tamara held various roles with a major national financial services company. In her most recent role as a Vice President – Regional Planning Consultant, she was responsible for consulting with both clients and advisors on financial planning strategies, creating advanced financial concepts training, and delivering presentations on market research and financial planning topics. Prior to the Regional Planning Consultant Role, Tamara held the position of Vice President – Senior Account Executive. During her time at her prior employer, she was recognized with multiple awards at both the regional and national level including the prestigious President’s Circle award, which is given to the top 5% of advisor’s nationally. Tamara also contributed as both a Regional and National thought leader, helping shape the Planning and Guidance organization.

Tamara graduated from Westminster College with a Professional Bachelor of Business Administration degree. She also holds the CERTIFIED FINANCIAL PLANNERTM certification.

Tamara is a mother of two boys, Pedja and Danilo. While spending time with her family, she enjoys skiing the slopes of the Sierra Nevada’s, traveling abroad and watching her two boys play soccer.

(916) 517-2730

tamara.lowenberg@creativeplanning.com