Lucey Wealth Advisors logo
VerifiedInsurance· Founded 2013

Lucey Wealth Advisors

We strive to conduct our business according to the highest standards of honesty, integrity, and fairness. Our ultimate goal is to continually maintain that your best interests are the foundation of your financial planning. We do this by attempting to provide a consistent and structured approach to your financial needs that will result in an integrated and customized solution for you.

7-day free trial · no credit card

HeadquartersPetaluma, United StatesEmployees3(1 to 10)Annual revenue$1M to <$10MFounded year2013Websiteluceywealthadvisors.comLinkedIn profileLinkedIn

Verified contacts

2

available on Kipplo

LinkedIn employees

3

1 to 10 range

Open roles

no listings

Distinct roles

2

indexed titles

Tech stack

0

tools in use

Monthly traffic

organic / mo

Sign up free to see all 2 verified contacts at Lucey Wealth Advisors

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Decision-makers and verified team members

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

Sign up free →

Showing 2 of 2 verified contacts

Top roles at Lucey Wealth Advisors

2 distinct titles indexed · top 2 shown.

  • 1financial advisor
  • 1president owner

Sign up to unlock all 2 contacts at Lucey Wealth Advisors

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Sign up to reveal 2 verified contacts at Lucey Wealth Advisors

7-day trial · no credit card · cancel anytime · only pay for verified records.

Trusted by sales, marketing, and GTM engineering teams.

Lucey Wealth Advisors | Kipplo Discover