Whether you're planning a move years ahead, helping a parent into the next chapter, or selling a longtime family home, these transitions come with big decisions.
As both a Certified Senior Advisor (CSA®) and Seniors Real Estate Specialist (SRES®), I have specialized training in the financial, emotional and practical sides of later-life moves. I help individuals and families understand their options, coordinate the moving pieces, and decide on a pace that feels right.
I'm a Newport Beach native, and for more than 20 years I've helped families here buy and sell homes throughout coastal Orange County. Many of those clients are now entering new stages of life: downsizing, moving closer to family, relocating to a retirement community, or settling an estate after losing a loved one.
Though every situation is different, my goal remains the same:
Certified Senior Advisor (CSA®)
Seniors Real Estate Specialist (SRES®)
Compass Plus Board Member
Wall Street Journal Recognized Top-Producing Realtor
Newport Beach native with deep community roots
Over 20 years of residential real estate experience
Nearly $1 billion in career sales
Leaving a home where holidays were celebrated, children were raised and memories were made is about far more than real estate. I start by listening, then build a plan that respects both the emotional and financial sides of your move.
How I Can Help
I connect clients with estate planning, trust and probate attorneys, CPAs, financial advisors, senior move managers, professional organizers, estate sale companies, movers, home health resources and senior living placement specialists.
Understand all of your options
Get expert guidance in decision making
Have a partner manage the process
Leverage our resources for years to come
Retirement, and the years that follow, are not a destination but a journey. They require thoughtful and intentional planning so that you can enjoy everything these years have to offer. To help clients begin to think about what comes next, we've developed some helpful guides:
When you meet with our team, we'll help you navigate the complexities of your next chapter with absolute clarity.
Graduate Degrees in Business & Law
No matter where you are in your journey, whether just beginning to plan or needing to make an imminent change, we've got resources to support you every step of the way.
Navigating the financial aspects of your golden years can seem complex and confusing. Our hand-picked partners provide invaluable assistance to older adults, ensuring every detail is managed with absolute precision.
Explore market insights, buying and selling guidance, and practical advice designed to help you move with greater clarity and confidence.
We are so grateful for Stephanie Lowe! After our mother’s passing, we had to sell her home–a home our family had loved for almost 50 years. Stephanie stepped in and handled every detail of the sale with care and compassion, allowing us to grieve without added stress. Stephanie's expertise and negotiating skills were invaluable for navigating the complexities of selling a long-time family home, and we wholeheartedly recommend her services, especially for seniors or anyone experiencing major life transitions. The professionalism of Stephanie’s entire team ensured our mother's affairs were settled seamlessly, providing much-needed peace of mind for our family during an otherwise tumultuous time.
