Carlos H. Lowenberg, Jr.

Carlos H. Lowenberg Jr., ChFC®

FOUNDER & CEO

Carlos Lowenberg is a tax and financial strategist and author of the Wealth on Purpose® book series.

Clients and others rely on Carlos and seek out his advice regarding tax reduction strategies, transitioning

or selling their businesses and creation of foundations and charities.


Throughout his career, Carlos has gained extensive knowledge, insight and experience. He has appeared

on CNBC and Fox News and has been interviewed for Business Week. His articles have been published in

the Wall Street Journal, Investment News, the Austin Business Journal, the Austin American Statesman,

MSN Money, SmartMoney and on Forbes.com and MarketWatch.com.


Carlos is past president of New York Life Chairman’s counsel and is past member of the Advisory Board

for New York Life. He is a founding member of several philanthropic organizations, including the Austin

Chapter of the National Christian Foundation, Community New Start and City School in Austin, Texas,

where he served as its chairman for eight years. He is also past Vice President of Finance for the Austin Opera.


Carlos and his family reside in Austin, Texas.

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