Tate Lowe, CFP®, CDFA®

Tate Lowe, a seasoned financial advisor, is a cornerstone of the Well Lived Wealth team. Hailing from Wharton, TX, Tate distinguished himself early on as a member of the Corps of Cadets and Parsons Mounted Cavalry while pursuing his education at Texas A&M University. He began his professional journey in 2015 with Equitable Advisors as a Financial Professional, where his academic prowess and passion for client success laid a solid foundation for his career.

In 2018, Tate's path led him to Well Lived Wealth, where he has become integral in crafting tailored financial planning strategies. His impressive credentials include the titles of Retirement Planning Specialist, which is a title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania and Credentialed Holistic Financial Coach from Columbia University. The latter, a designation available exclusively to Equitable Advisors, reflects Tate's commitment to fostering deep, personal client relationships.

Tate's experience spans assisting business owners, executives, families, and the distinct demographic of HENRY clients—High Earners, Not Rich Yet. He is dedicated to empowering upwardly mobile professionals to build and secure their financial futures. As a fully licensed Certified Financial Planner™ professional and Certified Divorce Financial Analyst® (CDFA®), Tate adeptly navigates clients through financial planning amid life transitions.

Beyond his professional achievements, Tate is an adventurer at heart. He relishes outdoor activities such as fishing and swimming and treasures the company of his loyal dog, Rainey, along with friends and family. Among his remarkable personal feats is completing the Texas Water Safari, a grueling 260-mile canoe race, underscoring his endurance and resilience.

Tate embodies a blend of professionalism, creativity, and personal dedication to Well Lived Wealth, reflecting the firm's mission of enabling clients to lead lives well lived. 

CFP® and CERTIFIED FINANCIAL PLANNER® are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. The Credentialed Holistic Financial Coach title and custom coaching credential is available exclusively to financial professionals (FPs) of Equitable Advisors who seek to have deeper more personal conversations with their clients. The credential is awarded by Equitable Advisors, based upon the FP’s receipt of a certificate of completion of the Holistic Financial Coach Program. In a collaboration between Columbia University’s Coaching Center of Excellence and Equitable Advisors’ affiliate, Equitable Financial Life Insurance Company (NY, NY), coursework was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. Columbia’s Coaching Center of Excellence has earned a global reputation as the “Ivy-league” of evidence-based, high-impact coaching education and training. To verify that an FP has earned and holds the title in good standing, contact Lynsey Capone-Smith at lynsey.caponesmith@equitable.com.  Equitable Advisors is the brand name of Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI and TN).