Brian – Background

Brian_pictBrian D. Lowder, president, has been in the financial services industry since 1981 and began his career as a financial planner and investment manager in 1985.  Mr. Lowder is a graduate of San Diego State University, earning a Bachelor’s degree in Business Administration in 1980 and his Master’s of Science degree in Financial Services in 1985.  He is licensed to use the CERTIFIED FINANCIAL PLANNERTM or CFP® mark, holds the Chartered Financial Analyst designation (CFA), and is an active member of the Financial Planning Association (FPA) and the CFA Institute.

Mr. Lowder has published articles in Financial Planner Magazine, is frequently quoted in the San Diego Union Tribune, has taught investment and financial planning courses at local community colleges, and has conducted lectures on financial planning and investment management for numerous corporations in San Diego.

Mr. Lowder’s primary areas of expertise are retirement accumulation planning, IRA and retirement plan distribution planning, income tax planning and investment management for individuals, retirees, and qualified retirement plans.