Jonathan Lucas
Certified Financial Plannertm, Financial Advisor, Franchise Owner at Ameriprise Financial Services, Llc
Based in Burlingame, United States
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Seniority
C-Team
Department
Other
Location
Burlingame
Industry
Financial Services
Company size
18K
Contact information
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j•••••••@ameriprise.com
Phone
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Background
About Jonathan Lucas
My Approach: My role is to facilitate the development of a client's financial values, goals and vision. I help clients to envision what they want financial success to mean both during their lifetime and afterward. I then help develop a customized financial plan that addresses multi-generational planning as well as day-to-day needs. By understanding your goals, dreams and values, I can help you make financial and investment decisions that align with your values and help you achieve your goals. Our mission is to deliver financial solutions through a tailored approach and a genuine interest in our clients' evolving needs. We help our clients achieve confidence. Specialties: Areas of Focus: Estate Planning Strategies, Retirement Planning Strategies, Family Finances, Charitable Giving, Investments, Retirement Income Strategies, Insurance, Tax Planning Strategies, Women's Financial Strategies
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