Lucas Felbel
Trusted by entrepreneurs, executives, and elite professionals to build, preserve, and transfer wealth.
- Role
- Associate Vice President, the Di Vito Consulting Group at RBC Wealth Management
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
About Lucas Felbel
At The Di Vito Consulting Group, we specialize in helping entrepreneurs, executives, professionals, and high-net-worth families navigate the complexities of their financial lives. Our goal is to improve lifelong financial outcomes through thoughtful, personalized planning and wealth management strategies.Over the years, I’ve worked with thousands of unique client situations and have developed a deep focus on complex high-net-worth planning. As a trusted guide, I help clients stay grounded and confident through the inevitable ups and downs of their investing lives. I collaborate closely with their existing professionals and leverage an extensive network of specialists in tax, estate planning, philanthropic strategy, and business exit planning to ensure every angle is considered.I am proud to be part of an accomplished and high-performing team helping clients make smart and forward-thinking decisions about their wealth now and well into the future.
Experience
Associate Vice President, the Di Vito Consulting Group
Jun 2025 — Present · Phoenix, AZ, US
At The Di Vito Consulting Group, we specialize in comprehensive financial planning and wealth management for entrepreneurs, executives, professional athletes, and high-net-worth families to optimize their unique situations. Our nationally recognized advisory team takes a highly personalized approach focused on helping to improve lifelong financial outcomes by guiding clients through the complexities of building, preserving, and transitioning wealth with clarity and confidence.
Education
W. P. Carey School of Business – Arizona State University
Bachelor of Science (B.S.), Marketing
2013 — 2017
W. P. Carey School of Business – Arizona State University
Bachelor of Science (B.S.), Finance
2013 — 2017
Skills
- Customer Service
- Management
- Social Media
- Microsoft Office
- Research
- Business Strategy
- Financial Analysis
- Powerpoint
- Microsoft Excel
- Microsoft Word
- Team Leadership
- Time Management
- Public Speaking
- Idea Generation
- Marketing Strategy
- Leadership
- Finance
- French Language
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