Bryan W. Lowe
Principal, CLPF #1393
Bryan Lowe is a California Licensed Professional Fiduciary with a practice centered on trust and estate administration, agent under Power of Attorney for finance and healthcare, uncontested conservatorships, and supported decision-making.
Bryan partners with individuals and families to deliver thoughtful, personalized fiduciary services, navigating everything from routine trust administration to complex, multi-entity estates with business interests, real property, and layered financial structures. His background includes 15 years advising businesses, among them seven years as a partner, CFO, and head of operations for an internationally recognized consumer brand. His fiduciary work reflects a deep commitment to financial rigor, discretion, and understanding what matters most to clients.
Bryan is especially passionate about serving older adults, solo agers, and those approaching end of life. In this work, he acts as a trusted advocate who coordinates care, honors individual wishes, and brings compassion and integrity to some of life's most meaningful transitions.
Born and raised in San Diego, Bryan is a third-generation San Diegan with deep roots in the community. Outside of work, he surfs, mountain bikes, and gardens, and stays closely connected to the local arts scene as a board member and ensemble performer with the La Jolla Symphony & Chorus.
Education
University of California, San Diego – BA Music, Cum Laude
Licenses & Certifications
California Licensed Professional Fiduciary (CLPF) #1393
National Certified Guardian (NCG) #14931
Certified Senior Advisor (CSA) #102472
Memberships
Professional Fiduciary Association of California (PFAC)
Probate Attorneys of San Diego (PASD)
San Diego Estate Planning Council (SDEPC)
San Diego County Council on Aging (SDCCOA)
Organizations
La Jolla Symphony and Chorus Association, Board Member - Executive Committee Member-at-Large, Finance committee, UCSD Liaison Committee