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