Originally from Wharton, TX, Tate Lowe is a graduate of Texas A&M University where he was a member of the Corps of Cadets and Parsons Mounted Cavalry. His career started with Equitable Advisors as a Financial Professional in 2015 and he joined Well Lived Wealth in 2018. Tate is well-versed in planning with business owners and families. Tate’s specialty focus are young professionals, sometimes called the HENRYs, The High Earners, Not Rich Yet.
Tate is a fully licensed financial advisor. He received his CFP® designation through Northwestern University's program and values education and on-going training as a way to promote professional excellence. Tate holds the title RETIREMENT PLANNING SPECIALIST due to his participation in Wharton’s executive education program and hold significant knowledge in the retirement planning spaces, especially with educators and
non-profits. His knowledge of tax strategy with investments and holistic planning is a major boon to his clients.
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.