Scott Lucia, Cfp®

Scott Lucia, Cfp® Email and Phone Number

Wealth Advisor at Andrews, Lucia Wealth Management LLC @ Andrews, Lucia Wealth Management LLC
Scott Lucia, Cfp®'s Location
Danville, California, United States, United States
Scott Lucia, Cfp®'s Contact Details

Scott Lucia, Cfp® personal email

About Scott Lucia, Cfp®

Investment professional eager to solve the most pressing financial challenges in the lives of others. An advocator that an effective investment portfolio directly reflects the investor’s primary economic objectives.Committed to helping individuals, closely held businesses, trusts, retirement plans and charitable funds make the most of their wealth.Specialties: Communicating the principles of Modern Portfolio Theory and evidence-based investing.

Scott Lucia, Cfp®'s Current Company Details
Andrews, Lucia Wealth Management LLC

Andrews, Lucia Wealth Management Llc

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Wealth Advisor at Andrews, Lucia Wealth Management LLC
Scott Lucia, Cfp® Work Experience Details
  • Andrews, Lucia Wealth Management Llc
    Wealth Advisor
    Andrews, Lucia Wealth Management Llc Sep 2004 - Present
    San Mateo And Danville, California
    Andrews, Lucia Wealth Management believes that a disciplined and academically grounded investment strategy is the smartest away to build and sustain wealth. As a firm, we champion transparency and clarity. By staying small and selective, we are able to build every client relationship on open communication and trust. As our clients delegate their long-term investment management to us, they find that their own lives are enriched.
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  • Pearl Meyer & Partners
    Analyst
    Pearl Meyer & Partners Apr 2003 - Sep 2004
    550 S. Hope Street, Los Angeles, Ca 90071
    View
  • Camelback Research Alliance
    Investment Analyst
    Camelback Research Alliance Sep 2001 - Apr 2003

Scott Lucia, Cfp® Education Details

  • Arizona State University
    Arizona State University
    Mathematics, Economics

Frequently Asked Questions about Scott Lucia, Cfp®

What company does Scott Lucia, Cfp® work for?

Scott Lucia, Cfp® works for Andrews, Lucia Wealth Management Llc

What is Scott Lucia, Cfp®'s role at the current company?

Scott Lucia, Cfp®'s current role is Wealth Advisor at Andrews, Lucia Wealth Management LLC.

What is Scott Lucia, Cfp®'s email address?

Scott Lucia, Cfp®'s email address is sc****@****ail.com

What schools did Scott Lucia, Cfp® attend?

Scott Lucia, Cfp® attended Arizona State University.

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