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Tamara Lowenberg

Managing Director, Partner

Tamara serves as a Partner and Managing Director of 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, as well as corporate stock option planning, liability and risk management and charitable planning. Tamara’s approach focuses first on a thorough understanding of the client’s circumstances in order to provide a truly customized plan and investment approach to achieve their 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 there, 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 advisors nationally. Tamara also participated 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 PLANNER™ certification.

Tamara has been featured in Forbes as one of the ‘Top Next Generation Wealth Advisors in America’ (2020*), as a ‘Best-In-State Wealth Advisor’ (2021*) and on its list of ‘America’s Top Women Wealth Advisors’ (2021*). She was also listed in Working Mother magazine’s ‘Top Wealth Advisor Moms’ for 2020*.

Tamara is married and a mother to Pedja, Danilo, and Mila. Along with spending time with her family, she enjoys skiing the slopes of the Sierra Nevadas, traveling abroad, and cheering while her boys play football and basketball.

*See all Creative Planning disclosures and sources.

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021