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
- Website
- www.luca-partners.com
- Industry
- Financial Services
- Employees
- 27
- NAICS
-
Finance and InsuranceMonetary 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 | Location | 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 | Durham, North Carolina, United States |
Email
Phone
|
| Andrew P. Bernstein | Partner - Jd, Cfp®, Cpwa® | Raleigh, North Carolina, United States |
Email
Phone
|
| Danielle Gordon | Content Creations and Communications Consultant | Greater Chicago Area, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
3 profiles
Director
1 profile
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