Lucas Baker
Vice President, Wealth Advisor at Quotient Wealth Partners
Based in Dallas, United States
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Seniority
Vp
Department
Finance & Accounting
Location
Dallas
Industry
Financial Services
Company size
65
Contact information
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l•••••••@quotientwealth.com
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Background
About Lucas Baker
As Vice President and Wealth Advisor at Quotient Wealth Partners, I am dedicated to helping clients achieve their financial goals through comprehensive financial planning. As a CERTIFIED FINANCIAL PLANNER™ professional, I specialize in creating personalized financial strategies that encompass investment management, retirement planning, estate planning, insurance, and tax planning. With years of industry experience, I am committed to upholding a fiduciary responsibility, ensuring that every decision I make is aligned with my clients' best interests. My goal is to provide financial clarity, confidence, and peace of mind for those I serve.
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