Luca Partners
Company

Luca Partners

Financial Services Raleigh, Nc, United States 27 employees
Employees
27
Contacts
3
Emails
3
Phones
3

Luca Partners Overview

Headquarters
Raleigh, Nc, United States
Industry
Financial Services
Employees
27
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Luca Partners

At Luca Partners, our mission is to bring order to the chaos that surrounds a family’s financial planning. Through highly talented, experienced, yet youthful professionals, we deliver comprehensive financial planning and provide guidance for families to develop a written financial plan, as well as a process to review it and make decisions as life evolves. Our world class planning, asset management, and insurance strategies provide clarity for today and the future, thus empowering clients to spend their life living. www.luca-partners.com/disclosure https://www.northwesternmutual.com/social-media-guidelines

Luca Partners Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
3
75.0% coverage

Luca Partners Org Chart

Sample employees and titles
Name Title Contact
Whit Newton, Cfp® Partner & Private Wealth Management Advisor at Luca Partners
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Charles Irvin, Cfp®, Wmcp®, Chfc®, Ricp®, Clu® Private Wealth Management Advisor + Director - Matching Superior Advising with High-achieving Professionals - Seeking Top Talent
Email Phone
Andrew P. Bernstein Partner - Jd, Cfp®, Cpwa®
Email Phone
Danielle Gordon Content Creations and Communications Consultant
Email Phone

Employees by Management Level

Individual contributor 3 profiles
Director 1 profile

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