Sarah Lucas Stein, Mba, Clu, Chfc, Ricp, Cfp

Sarah Lucas Stein, Mba, Clu, Chfc, Ricp, Cfp Email and Phone Number

Private Wealth Advisor @ Blue Column Capital
Sarah Lucas Stein, Mba, Clu, Chfc, Ricp, Cfp's Location
New York, New York, United States, United States
Sarah Lucas Stein, Mba, Clu, Chfc, Ricp, Cfp's Contact Details

Sarah Lucas Stein, Mba, Clu, Chfc, Ricp, Cfp work email

Sarah Lucas Stein, Mba, Clu, Chfc, Ricp, Cfp personal email

n/a

Sarah Lucas Stein, Mba, Clu, Chfc, Ricp, Cfp phone numbers

About Sarah Lucas Stein, Mba, Clu, Chfc, Ricp, Cfp

Sarah Stein is a Founder and Private Wealth Advisor with Blue Column Capital. Her mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. She uses a four-step approach in working with her clients to understand complex financial issues and how they can affect life goals — whether a client is working to achieve current financial success or to protect and preserve assets over the long-term. For additional information, call Sarah at 212-373-8968 or visit her website at https://www.bluecolumncapital.com/Specialties: To learn about my specialties, visit my web site at https://www.bluecolumncapital.com/

Sarah Lucas Stein, Mba, Clu, Chfc, Ricp, Cfp's Current Company Details
Blue Column Capital

Blue Column Capital

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Private Wealth Advisor
Sarah Lucas Stein, Mba, Clu, Chfc, Ricp, Cfp Work Experience Details
  • Blue Column Capital
    Private Wealth Advisor
    Blue Column Capital Oct 2024 - Present
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  • Wealth Management Advisor And Principle At Lucas Financial
    Wealth Management Advisor
    Wealth Management Advisor And Principle At Lucas Financial Jan 2003 - Present
    Sarah Lucas helps individuals achieve a more secure future for themselves, their families and businesses by providing a wide range of products and services to address their needs and goals. She can also work with clients in creating a financial plan that will serve their needs over time. Please let Sarah know how she might be able to help you realize your vision for the future.

Sarah Lucas Stein, Mba, Clu, Chfc, Ricp, Cfp Skills

Wealth Management

Sarah Lucas Stein, Mba, Clu, Chfc, Ricp, Cfp Education Details

Frequently Asked Questions about Sarah Lucas Stein, Mba, Clu, Chfc, Ricp, Cfp

What company does Sarah Lucas Stein, Mba, Clu, Chfc, Ricp, Cfp work for?

Sarah Lucas Stein, Mba, Clu, Chfc, Ricp, Cfp works for Blue Column Capital

What is Sarah Lucas Stein, Mba, Clu, Chfc, Ricp, Cfp's role at the current company?

Sarah Lucas Stein, Mba, Clu, Chfc, Ricp, Cfp's current role is Private Wealth Advisor.

What is Sarah Lucas Stein, Mba, Clu, Chfc, Ricp, Cfp's email address?

Sarah Lucas Stein, Mba, Clu, Chfc, Ricp, Cfp's email address is ss****@****ual.com

What is Sarah Lucas Stein, Mba, Clu, Chfc, Ricp, Cfp's direct phone number?

Sarah Lucas Stein, Mba, Clu, Chfc, Ricp, Cfp's direct phone number is +141427*****

What schools did Sarah Lucas Stein, Mba, Clu, Chfc, Ricp, Cfp attend?

Sarah Lucas Stein, Mba, Clu, Chfc, Ricp, Cfp attended University Of Florida - Warrington College Of Business, Amerian College, American College, American College, University Of South Florida.

What skills is Sarah Lucas Stein, Mba, Clu, Chfc, Ricp, Cfp known for?

Sarah Lucas Stein, Mba, Clu, Chfc, Ricp, Cfp has skills like Wealth Management.

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