Jonathan A. Lucas, CFP^®, ChFC^®

Upon graduating from UCLA with a Bachelor of Arts degree in history and a specialization in business administration, I had the opportunity to research and prepare myself for a challenging and rewarding career.

I had always found it interesting to discuss financial concerns and views with family and friends.  In doing so, I realized that many people did not have a clear vision of their financial future, so I jumped at the opportunity to help people control their future through comprehensive financial planning by focusing on growing their wealth, guiding them through life’s transitions, and preparing them for the unexpected while decreasing their tax burden.

Currently, I am fortunate enough to work with clients of differing backgrounds and values, but a common thread which they all share is that they are all people who plan beyond next week and look to comfortably enjoy their future. 

Since 1996, I have been able to run my practice to service my clients efficiently and make sure they receive the best and most sensible financial advice possible.  Above all else, I build my client relationships with trust and confidence so that our new friendship will be regarded high enough to be recommended to others who can benefit from a similar experience with me.

My mission is to improve the quality of my clients’ lives through a relationship based on open communication, trust and thoughtful and prudent decision making.  My clients’ true financial position, their vision of the future and their unique challenges drive our planning relationship.

CA Insurance License #0B71440