Tate Lowe, CFP®, CDFA®
CERTIFIED FINANCIAL PLANNER™ Professional & Certified Divorce Financial Analyst®
Tate’s approach is to encompass his strong family values and the commitment to build long-term relationships with his clients. Throughout his career, he has developed plans addressing retirement, life insurance, wealth accumulation, and college savings. Tate has the tools and resources available to him and his clients that will help develop and implement a personalized financial strategy unique to everyone’s individual needs.
Born in Wharton, TX, Tate loves spending his free time on the Texas coast or volunteering within his church and community. As a graduate of Texas A&M University, he was a member of the Corps of Cadets and Parsons Mounted Cavalry. These experiences taught him the strong values of leadership, honor, self-less service, integrity and teamwork, all of which he believes in strongly and practices to this day.
Well Lived Wealth, LLC is not owned or operated by Equitable Advisors or Equitable Network.
California Insurance License # 0M77952