Martin Lowenthal Email and Phone Number
Martin Lowenthal work email
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Martin Lowenthal personal email
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Martin Lowenthal phone numbers
I’m passionate about financial literacy and education-based advisory.With over 30 years in financial services, I graduated from BU Questrom School of Business with an MS in Investment Management. I hold the AEP® CLU®,ChFC®, WMCP®, CAS® RICP®, CLTC® credentials.I help executives, business owners, and wealth creators understand their single company, tax, and other risks embedded in their balance sheets. Compensation Structure: Clarity on the risk and tax implications, vesting schedules, and overall value of equity-based compensation like stock options and bonuses. Tax Optimization: Understanding the complex tax consequences of your compensation and investments and how they impact your retirement savings. Diversification: Understanding when and how to diversify your investments and benefits to reduce risk, especially if you hold a significant amount of company stock. Retirement Savings Vehicles: Confusion about which retirement accounts best suit your goals, including 401(k) plans, IRAs, and executive deferred compensation plans. Estate Planning, Longevity, Health, and Retirement risk Management: Securing reliable retirement income, optimizing long-term tax outcomes, offsetting potential health care costs, and then leaving what you want to who you want on your terms and conditions. I educate my clients on complicated risk, tax, investment, insurance, and other financial concepts that are often misunderstood. I help them take control of their personal finances and life planning. My process and strategies help secure their retirements by introducing protection-first strategies that result in financial balance, control, access, and peace of mind. Let me help you regain control of your balance sheet so you can enjoy your success today and in the future.I am an AEP® (Accredited Estate Planner), MSIM (Masters in Investment Management), CLU® (Chartered Life Underwriter), ChFC® (Chartered Financial Consultant), WMCP® (Wealth Management Certified professional), CAS® (Chartered Annuity specialist), RICP® (Retirement Income Certified professional), and CLTC® (Certified Long Term Care). I live in Newton, MA, with my wife Laura. I have three daughters, two granddaughters, and a grandson. I am a Manchester United fan. I love to cook. I read non-fiction related to the markets and economics. I like to binge-watch old TV shows. Attained the rank of full lieutenant in the SADF. (781) 292-3151 or martinlowenthal@bulfinchgroup.com/COMPLIANCE:2024-1108/
The Bulfinch Group
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Financial RepresentativeThe Bulfinch Group Mar 2010 - PresentNeedham, Ma, UsI practice rules, evidence, and outcome based advisory by introducing thorough risk and tax management. This is achieved by finding the optimal balance between promise-based and risk-based assets to help you achieve financial security and peace of mind.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. The Bulfinch Group is not an affiliate or subsidiary of PAS or Guardian. Life insurance offered through The Bulfinch Group Insurance Agency, LLC, an affiliate of The Bulfinch Group, LLC. The Bulfinch Group, LLC is not licensed to sell insurance. CA Insurance License Number - 0I35899. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof. DG 2/14/24
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Spectacularly Proud Member.Boston Harbor Angels Jun 2007 - Apr 2023Helping provide a platform where early stage businesses can raise their profile and raise capital. I believe that small business creation and success is the key to economic recovery, job creation and sustainability.
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Ne Board Of DirectorsJewish National Fund Jan 2001 - May 2017New York, Ny, UsThe JNF is the custodian of the land of Israel.We do wide range of social upliftment and other projects to help Israel continue is success and survival.Guardian and its subsidiaries do not endorse or have any direct or indirect responsibility with respect to this activity. -
MentorBabson College Nov 2007 - Nov 2011Babson Park, Ma, UsMentor in the EIT program which selects from the best of the MBA new business idea's and attempts to bring them to market. -
Branch ManagerCarlin Financial Group Feb 2000 - Jul 2006UsInstitutional sales trading via electronic equity trading platforms to include Lava, Carlin Trader, Sonic. -
Partner/DirectorLowenthal And Co Dec 1989 - Aug 1998Spent 10 years as a partner at a boutique investment bank where I oversaw the nationwide trading desk that serviced institutional investors and high net worth individuals. Martin advised and executed equity and derivative strategies based on both fundamental and technical analysis.The firm also helped small to medium size enterprises access capital with mezzanine finance, IPO and asset securitization and general financial advisory. Martin was a regular markets commentator on national radio, Bloomberg and Reuters.
Martin Lowenthal Skills
Martin Lowenthal Education Details
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Questrom School Of Business, Boston UniversityInvestment Management -
University Of Cape TownCompany Law
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King David VpHigh School
Frequently Asked Questions about Martin Lowenthal
What company does Martin Lowenthal work for?
Martin Lowenthal works for The Bulfinch Group
What is Martin Lowenthal's role at the current company?
Martin Lowenthal's current role is Highly credentialed advisor helping executives and business owners understand and diversify single company risk, protect their balance sheets, and secure their retirement and legacy..
What is Martin Lowenthal's email address?
Martin Lowenthal's email address is lo****@****ail.com
What is Martin Lowenthal's direct phone number?
Martin Lowenthal's direct phone number is +178144*****
What schools did Martin Lowenthal attend?
Martin Lowenthal attended Questrom School Of Business, Boston University, University Of Cape Town, King David Vp.
What are some of Martin Lowenthal's interests?
Martin Lowenthal has interest in Mobile, Cooking, Clean Technology, Reading, Consumer Internet, Enterprise Software, Travel, Lying On The Beach.
What skills is Martin Lowenthal known for?
Martin Lowenthal has skills like Retirement, Life Insurance, Disability Insurance, Estate Planning, Executive Compensation And Retention, Group Benefits And 401k Planning, Long Term Care Insurance, Annuities, Qlac's.
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