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Lucas Sorich Email & Phone Number
Financial Services Associate
at
Resilient Wealth Planning
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Services Associate
Location
San Jose, California, United States
Company size
Who is Lucas Sorich? Overview
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Quick answer
Lucas Sorich is listed as Financial Services Associate at Resilient Wealth Planning, a with 5 employees, based in San Jose, California, United States. AeroLeads shows a matched LinkedIn profile for Lucas Sorich.
Lucas Sorich previously worked as Squad Member at Mod Pizza and Kid's Club Team Leader at Ymca Of The Usa (National Resource Office). Lucas Sorich holds Bachelor Of Business Administration - Bba, Financial Services from San Diego State University.
Company email context
Email format at Resilient Wealth Planning
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Resilient Wealth Planning
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Profile bio
About Lucas Sorich
I am a San Diego State University graduate with a degree in Business Administration: Financial Services. I graduated in June of 2024. I am looking to take my first step into the financial planning world with the long-term career goal of being a client-facing advisor.
Current workplace
Lucas Sorich's current company
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Resilient Wealth Planning
3 roles
Lucas Sorich work experience
A career timeline built from the work history available for this profile.
Squad Member
Helped make pizzas for hungry customers. Daily tasks included activities such as making and cooking pizzas, interacting with customers to guarantee their satisfaction, and working with my team to ensure the best restaurant quality was being presented.
May 2023 - Aug 2023
Kid'S Club Team Leader
Worked in a team to supervise around 20-30 children per shift. Typical daily tasks while working in this position included making a daily schedule for the team to follow, creating new activities to enrich the child's experience, and teaching new gym members about our services. In addition to that, there were four external events that I helped plan and execute.
Apr 2021 - Jul 2022
2 education records
Lucas Sorich education
Bachelor Of Business Administration - Bba, Financial Services
Associate'S Degree, Transfer
FAQ
Frequently asked questions about Lucas Sorich
Quick answers generated from the profile data available on this page.
What company does Lucas Sorich work for?
Lucas Sorich works for Resilient Wealth Planning.
What is Lucas Sorich's role at Resilient Wealth Planning?
Lucas Sorich is listed as Financial Services Associate at Resilient Wealth Planning.
Where is Lucas Sorich based?
Lucas Sorich is based in San Jose, California, United States while working with Resilient Wealth Planning.
What companies has Lucas Sorich worked for?
Lucas Sorich has worked for Resilient Wealth Planning, Mod Pizza, and Ymca Of The Usa (National Resource Office).
How can I contact Lucas Sorich?
You can use AeroLeads to view verified contact signals for Lucas Sorich at Resilient Wealth Planning, including work email, phone, and LinkedIn data when available.
What schools did Lucas Sorich attend?
Lucas Sorich holds Bachelor Of Business Administration - Bba, Financial Services from San Diego State University.
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