About: Charlie M. Lowe is Vice President - Investments and a Financial Consultant who has more than 20 years of experience in the financial services industry. As a founding member of The Lowe Group of Wells Fargo Advisors, Charlie works directly with hospitals, non-profit foundations, high-net-worth individuals, multigenerational families, corporate executives, and entrepreneurs to develop strategies designed to help achieve their investment objectives. She is currently an MBA Candidate at
Pepperdine University with a core concentration in finance and holds a Bachelor’s Degree of Science in Business Management from California Lutheran University. Charlie has been immersed in — and fascinated by — the world of finance since childhood. Her father was a Financial Advisor and mother worked in financial operations. She was inspired to follow in their footsteps from a young age.
In addition to dedicating herself to her practice, Charlie also believes strongly in a life full of giving. She dedicates her weekends to numerous charitable organizations. Some of her favorites include Food Share, Habitat for Humanity, and Life Animal Rescue. Charlie is the proud mother of two boys, Brandon and Matt, who attend Arizona Christian University and Oaks Christian High School, respectively. She is active at her family’s church, Calvary Community, and at Oaks Christian, where she volunteers to give back to her community. During her free time, she enjoys competing in marathons, Spartan races, and most recently climbed Mount Whitney.
Specialties: Charlie’s focus includes providing customized solutions and guidance for wealth preservation and distribution, insurance analysis, optimizing cash flow, retirement, charitable giving, and investment allocation. She prides herself on taking a macro holistic approach to her work, considering all aspects of clients’ financial and personal life goals to create integrated, comprehensive wealth plans.
Quote: "I will tell you how to become rich. Close the doors. Be fearful when others are greedy. Be greedy when others are fearful." - Warren Buffett
Connect: Contact Charlie at Charlie.Lowe@WellsFargoAdvisors.com, at (818) 226-1421 or visit her website below!
MEMBER SINCE OCTOBER 2018
About: Graduate of the University of Santa Monica for the Study and Practice of Spiritual Psychology as well as a Certified Soul Centered Life coach, author of Over 40 Fit and Fab. A Modern woman's guide to Empowerment, speaker, seminar leader and a Reverend.
Specialties: As a Life Coach one gets the opportunity to work with people who are on a quest to be extra-ordinary. Work one
on one or with corporations is inspiring and it's here where experience, compassion and listening are key to each persons growth and value.
Coaching helps to remove the filters that hide our uniqueness and allows the client to create a new mindset from the inside out where the feeling of being more empowered, committed and available emerge.
Quote: "Your vision will become clear only when you look into your heart. Who looks outside, dreams; who looks inside, awakens." - Carl Jung
MEMBER SINCE FEBRUARY 2019
About: Julie became a CPA in 1985 and has been running her own firm since 1987. Her staff are professionals made up of marketing specialists, computer specialists, and of course CPAs. They have played a part in launching internet companies from the bare ideas, to app development, and on to growth and success. Every day brings challenges worth working on.
Specialties: As a concierge CPA firm, clients are provided with far more services than just accounting and tax. They can rely an help with property management, lease or buy decisions, and international business planning.
Quote: There is always a solution.
"One cannot and must not try to erase the past merely because it does not fit the present." - Golda Meir