Lucas Bucl
Trusted Advisor | Financial Planner | Chief Investment Officer
- Role
- Shareholder, Chief Investment Officer at Aspyre Wealth Partners
- Location
- Overland Park, KS, US
- LinkedIn followers
- 500 followers
About Lucas Bucl
At Aspyre Wealth Partners, I help my clients manage the complexities of life, define and clarify their aspirations, and help them execute strategies to realize them. I enjoy truly making a positive impact in the lives of my clients. Plus, I get to work with a great team that is focused on taking care of our clients. Are you an emerging leader asking: • What do I need to do to position myself for career advancement? • Should we be saving for our kid’s college or our retirement? • Am I/we doing the right things financially? • How do I manage lumpy income? OR are you a mid-career leader pondering: • What should I be doing when facing a major life transition? • Am I on track to retire and reach my other goals? • Am I making the best decisions with my compensation and benefits packages? • How do I optimize my career potential in these critical years? Or are you a successful executive without the time to handle your affairs and are wondering: • Am I on track to retire and reach my other goals? • Am I making the best decisions with my compensation and benefits packages? • What do I/we need to be doing to prepare for life after retiring from primary career? • What do I want my legacy to be? We can help. It all starts with defining what success means for you. Whether you need help refining one aspect of your financial life, or a fully aligned, comprehensive strategy, we can help you…master what’s next. Specialties: Fee-Only Financial Planning Integrated Wealth Management Executive and Career Coaching Investment Management Services Retirement and Financial Independence Planning College Education Planning
Experience
Shareholder, Chief Investment Officer
Jan 2022 — Present · Overland Park, KS, US
Education
Kansas State University
B.S, Human Ecology; Family Studies and Human Services
1998 — 2003
Kansas State University
Business Administration, Finance
1998 — 2003
Skills
- Investments
- Finance
- Asset Allocation
- Financial Planning
- Portfolio Management
- Leadership
- Asset Management
- Financial Analysis
- Income Tax
- Risk Management
- Estate Planning
- Wealth Management
- Human Capital Management
- Investment Advisory
- Retirement Planning
- Financial Advisory
- Strategy
- Personal Financial Planning
- Investment Management
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