Tamara Lowenberg, CFP®

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)¹, as a ‘Best-In-State Wealth Advisor’ (2021)² and on its list of ‘America’s Top Women Wealth Advisors’ (2021 & 2023)³. She was also listed in Working Mother magazine’s ‘Top Wealth Advisor Moms’ for 2020⁴ and she was featured in Barron’s as one of the ‘Top 100 Women Advisors’ (2024)^5.

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.

¹Forbes Top Next-Gen Wealth Advisors: Awarded each August, based on data from a 12-month period through March 31. ²Forbes Best-In-State Wealth Advisor: Awarded each April, based on data from a 12-month period through June 30.³ForbesTop Women Wealth Advisors Best-In-State: Awarded each February, based on data from a 12-month period through September 30. ⁴Working Mother Magazine Top Wealth Advisor Moms’: Awarded each September.⁵Barron’s Top 100 Women Advisors: Awarded each July, based on data from a 12-month period through March 31. For additional disclosures regarding rankings, please visit: https:/creativeplanning.com/important-disclosure-information/