The Bulfinch Group has announced that Newton resident Martin Lowenthal has received the designation of Accredited Estate Planner, a graduate level specialization in estate planning. There are 2,000 such designees nationwide and just over 100 in the Commonwealth. Read more >>
Martin Lowenthal, MSIM, CLU®, ChFC®, RICP®, CLTC®, a Financial Representative of The Bulfinch Group, has passed the rigorous American College certification of Retirement Income Certified Professional, an advanced designation. Martin is only the second Bulfinch Group associate to have earned this prestigious designation.
This new designation from The American College creates strategies for Advisors who are focused on the needs of the thousands of Americans reaching age 65 who need guidance in obtaining sustainable retirement income. “Martin Lowenthal’s accomplishment in […]