Aaron D. Luccas

Aaron D. Luccas began serving clients in 2009.  

Aaron holds his Series 6, 63, 65, and 7 licenses as well as various risk based licenses and advanced financial planning designations.

We believe strategy is a custom fit and make it a priority to treat every client relationship as it's own.

Designations

• WMCP® Wealth Management Certified Professional
  • A WMCP® designee is trained to employ a goal - based process for planning and managing client wealth, create an efficient investment portfolio, evaluate financial instruments, assemble a wealth management strategy, and provide solutions for complex wealth management needs.
• CERTIFIED FINANCIAL PLANNER™ Professional
  • A CFP® refers to the certification owned and awarded by the Certified Financial Planner Board of Standards, Inc. Individuals desiring to become a CFP professional must take extensive exams in the areas of financial planning, investments, taxes, insurance, estate planning, and retirement.
• ChFC® Chartered Financial Consultant
  • ChFC® represents the completion of financial education, examinations and practical experience. ChFC® designations are granted by The American College, and those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.
• CLU® Chartered Life Underwriter
  • CLU® is for individuals who wish to specialize in risk management strategies and estate planning. 
• RICP® Retirement Income Certified Professional
  • The RICP® designation prepares financial professionals to help clients obtain a secure retirement. This designation equips advisors with the knowledge to effectively manage the transition from asset accumulation during a client’s working years to asset decumulation in retirement.