Tag - Martin Lowenthal

Martin F. Lowenthal Achieves New Wealth Management Certified Professional® Designation

Ziad2022-11-25T14:03:38-05:00 Martin Lowenthal has earned the new Wealth Management Certified Professional (WMCP®) designation and joins a new elite group of professionals. The WMCP® delivers a comprehensive overview of goal-based, personal wealth management. Read more >>

Newton Resident Martin F. Lowenthal Achieves Prestigious Court Of The Table MDRT Qualification

Ziad2022-11-25T14:03:39-05:00 Martin Lowenthal has qualified for Court of the Table, a coveted milestone achievement for his membership in the MDRT organization. Martin’s membership equips him with tools and resources to better serve his local community. Read more >>

Newton Resident Martin F. Lowenthal, AEP®of The Bulfinch Group Named Five Star Wealth Manager

Ziad2022-11-25T14:03:39-05:00 The Bulfinch Group is pleased to announce that Martin Lowenthal of Newton, Massachusetts has earned the designation of Five Star Wealth Manager. Read more >>

Newton resident receives AEP designation

Ziad2022-11-25T14:05:41-05:00The 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 of The Bulfinch Group Earns Retirement Income Certified Professional Designation

Ziad2022-11-25T14:06:07-05:00Martin 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 obtaining...