Lucas Schachter

Experience

1. Founder & CEO

   Schachter Financial Llc

   Apr 2024 — Present · Boca Raton, FL, US

   As the Founder and CEO of Schachter Financial LLC, my role encompasses a wide array of responsibilities aimed at steering the organization towards success and sustainable growth. I am dedicated to driving innovation and excellence in the financial services industry. I lead our strategic vision, guiding the development of tailored solutions that empower our clients to achieve their financial goals. In my role, I oversee all aspects of the business, from strategic planning and operations to team development and client engagement. I am passionate about fostering a collaborative culture that encourages creativity and growth, ensuring our team is equipped to deliver exceptional results. By building strong relationships with clients and industry partners, I strive to create a trusted network that enhances our service offerings. My commitment to integrity and ethical practices is at the core of our mission, positioning Schachter Financial as a leader in providing comprehensive financial solutions. Together, we are transforming the way individuals approach their financial futures, one client at a time.

Education

• Johnson & Wales University

  Bachelor of Science (BS), Finance, General

  2009 — 2013

Skills

• Wealth Management
• Customer Service
• Financial Planning
• Investment Advisory Services
• Investment Planning
• Financial Services
• Financial Strategy
• Insurance Planning
• Long-Term Care
• Estate Planning
• Retirement Planning
• Business Succession Planning
• Executive Benefits Planning
• Education Planning
• Client Education
• Social Media
• Risk Management
• Wealth Preservation
• Estate Conservation Strategies
• Tax Efficient Investing Strategies
• Tax Deferred Investment Planning
• Pension Distribution Planning
• Ira Distribution Planning
• 401(K) Distribution Planning