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Carlos L

ChFC®, Series 63, Series 65

Austin, TX

Masterpiece Capital, LLC

Carlos Lowenberg Jr. is a financial advisor with Masterpiece Capital, LLC in Austin, TX, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 31 years of industry experience, including roles at Lowenberg Group, LLC and Kestra Financial Services, Inc. Outside of advising, he is an author and serves as a board member for the Austin Lyric Opera. Masterpiece Capital provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers discretionary portfolio management, written financial plans, and consulting, utilizing institutional platforms to implement a broad range of investment strategies tailored to client objectives.

Concentrated stock management Options & derivatives strategies Private / alternative investments Wealth management
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