Lucas Giordano
Private Wealth Advisor Certified Financial Plannertm Practitioner @Ameriprise Financial Services, LLC
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WORK HISTORY
Private Wealth Advisor Certified Financial Plannertm Practitioner @Ameriprise Financial Services, LLC
I am licensed and registered to conduct business in CA. Lucas Giordano may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA\'s https://brokercheck.finra.org/ website for a list of those states. Areas of focus- Investment Management - Tax Planning Strategies - Retirement Planning Strategies - Cash Flow Management Strategies - Wealth Preservation Strategies - Family Finances - Retirement Income Strategies - Small Business CA Insurance #0F36736 AR Insurance #89•••00 Please note: I have turned off viewing ability to my recommendation and endorsement features, because SEC regulations prohibit the use of client testimonials. Thank you for your generous recommendations and endorsements. Even though they aren\'t posted for your viewing, know that I have received them all.
EDUCATION
Westmont College
Bachelors, Economics - Business
South Tahoe High School
HS Diploma
Westmont College
Bachelors, Philosophy
SKILLS
ABOUT LUCAS GIORDANO
What you can expect when you work with me The right financial advice can help…
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