VerifiedFinancial Services

Luca Partners

At Luca Partners, our mission is to bring order to the chaos that surrounds a family’s financial planning. Through highly talented, experienced, yet youthful professionals, we deliver comprehensive financial planning and provide guidance for families to develop a written financial plan, as well as a process to review it and make decisions as life evolves. Our world class planning, asset management, and insurance strategies provide clarity for today and the future, thus empowering clients to spend their life living.

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Raleigh, United States25(11 to 50)luca-partners.com LinkedIn

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24 contacts with verified email or phone · masked until revealed.

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Top roles at Luca Partners

14 distinct titles indexed · top 10 shown.

3associate financial representative
3financial planning associate
2associate wealth management advisor
2investment analyst
2marketing manager
2partner & wealth management advisor
1administrative assistant
1chief financial officer
1chief operating officer
1financial planning analyst
+4more titles

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