Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Martin’s mission is to help individuals, families and business owners achieve financial confidence. He helps his clients maximize wealth by debunking common financial myths, eliminating guesswork and chasing rates of return whilst aiming to reduce risk and achieve tax efficiency. Martin’s philosophy is that the scarcity paradigm many boomers are facing can be easily avoided. Martin Lowenthal was one of the youngest members of the Johannesburg Stock Exchange at 23 and one of the founding members of the equity options, financial futures and commodity exchanges in South Africa. Martin spent 10 years...
Luis is a founder of Shorepoint Capital Partners and has over 30 years of financial services experience. He has managed growth equity portfolios for over 15 years, as well as investments for endowments, families, and individuals. As a portfolio manager at Choate Investment Advisors for over seven years, he managed $400 million in client assets and the Core Equity Model. He previously worked for Gannett Welsh & Kotler, Inc. as Vice President, Portfolio Manager and Director of Equity Research and was the lead manager for the GWK Large Cap Growth Strategy and the GWK Large Cap Growth Fund.