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Robert LowryCertified Retirement Counselor®

Robert Lowry
Certified Retirement Counselor®

 

LPL Financial Consultant

CA Insurance Lic. #0639942

One of the most important lessons Robert E. Lowry has learned as a financial advisor and Certified Retirement Counselor is that becoming a trusted financial planner is all about understanding the needs of clients and recognizing that everyone’s financial and life situations are unique. 

While Robert has been helping his clients work toward meeting their financial goals for over 35 years, that message has become even more apparent. He understands that his clients are the most important part of his firm, and that personalized service is essential when planning your financial life.

Whether your current goals involve planning for retirement, reducing exposure to taxes, estate planning or the transfer of wealth—he is available to meet and discuss your specific needs. Robert is positive that the best approach is to work together towards your financial goals.

Robert is a native Californian who likes to spend his spare time playing golf and is an avid outdoorsman.

Home Office: 1401 Lakeshore Drive

                        Lodi, CA 95242

By Appointment: Stockton

 

Registered In: CA and NV. Robert E. Lowry is a Registered Representative with, and Securities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

UNIFY Financial Credit Union and UNIFY Investments & Insurance are not registered broker/dealers and are not affiliated with LPL Financial. 

ADV Part 2B