Private Wealth Advisor
Current
Oct 2024 - Present
AeroLeads people directory · profile
Sarah Lucas Stein, Mba, Clu, Chfc, Ricp, Cfp Email & Phone Number
Private Wealth Advisor
at
Blue Column Capital
2 work emails found
@northwesternmutual.com
1 phone found area 414
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Who is Sarah Lucas Stein, Mba, Clu, Chfc, Ricp, Cfp? Overview
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Quick answer
Sarah Lucas Stein, Mba, Clu, Chfc, Ricp, Cfp is listed as Private Wealth Advisor at Blue Column Capital, based in New York, United States. AeroLeads shows a work email signal at northwesternmutual.com, phone signal with area code 414, and a matched LinkedIn profile for Sarah Lucas Stein, Mba, Clu, Chfc, Ricp, Cfp.
Sarah Lucas Stein, Mba, Clu, Chfc, Ricp, Cfp previously worked as Wealth Management Advisor at Wealth Management Advisor And Principle At Lucas Financial. Sarah Lucas Stein, Mba, Clu, Chfc, Ricp, Cfp holds Bsba, Marketing, Finance from University Of Florida - Warrington College Of Business.
Company email context
Email format at Blue Column Capital
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*@northwesternmutual.com
71% confidence
AeroLeads found 2 current-domain work email signals for Sarah Lucas Stein, Mba, Clu, Chfc, Ricp, Cfp. Compare company email patterns before reaching out.
Profile bio
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/
Listed skills include Wealth Management.
Current workplace
Sarah Lucas Stein, Mba, Clu, Chfc, Ricp, Cfp's current company
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2 roles
Sarah Lucas Stein, Mba, Clu, Chfc, Ricp, Cfp work experience
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Wealth Management Advisor
Wealth Management Advisor And Principle At Lucas Financial
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.
5 education records
Sarah Lucas Stein, Mba, Clu, Chfc, Ricp, Cfp education
Bsba, Marketing, Finance
Cfp, Certified Financial Planner
Amerian College
Chfc
American College
Clu, Insurance, Financial Strategy, Estate Planning
American College
Mba, Finance, International Business
FAQ
Frequently asked questions about Sarah Lucas Stein, Mba, Clu, Chfc, Ricp, Cfp
Quick answers generated from the profile data available on this page.
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 Blue Column Capital?
Sarah Lucas Stein, Mba, Clu, Chfc, Ricp, Cfp is listed as Private Wealth Advisor at Blue Column Capital.
What is Sarah Lucas Stein, Mba, Clu, Chfc, Ricp, Cfp's email address?
AeroLeads has found 2 work email signals at @northwesternmutual.com for Sarah Lucas Stein, Mba, Clu, Chfc, Ricp, Cfp at Blue Column Capital.
What is Sarah Lucas Stein, Mba, Clu, Chfc, Ricp, Cfp's phone number?
AeroLeads has found 1 phone signal(s) with area code 414 for Sarah Lucas Stein, Mba, Clu, Chfc, Ricp, Cfp at Blue Column Capital.
Where is Sarah Lucas Stein, Mba, Clu, Chfc, Ricp, Cfp based?
Sarah Lucas Stein, Mba, Clu, Chfc, Ricp, Cfp is based in New York, United States while working with Blue Column Capital.
What companies has Sarah Lucas Stein, Mba, Clu, Chfc, Ricp, Cfp worked for?
Sarah Lucas Stein, Mba, Clu, Chfc, Ricp, Cfp has worked for Blue Column Capital and Wealth Management Advisor And Principle At Lucas Financial.
How can I contact Sarah Lucas Stein, Mba, Clu, Chfc, Ricp, Cfp?
You can use AeroLeads to view verified contact signals for Sarah Lucas Stein, Mba, Clu, Chfc, Ricp, Cfp at Blue Column Capital, including work email, phone, and LinkedIn data when available.
What schools did Sarah Lucas Stein, Mba, Clu, Chfc, Ricp, Cfp attend?
Sarah Lucas Stein, Mba, Clu, Chfc, Ricp, Cfp holds Bsba, Marketing, Finance from University Of Florida - Warrington College Of Business.
What skills is Sarah Lucas Stein, Mba, Clu, Chfc, Ricp, Cfp known for?
Sarah Lucas Stein, Mba, Clu, Chfc, Ricp, Cfp is listed with skills including Wealth Management.
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