Kathryn  Lucas,  CFP<sup>&reg;</sup> - Financial Advisor

Kathryn Lucas, CFP®

CPA, CIMA

7482 Shadowhill Ln
Cupertino, CA 95014-5052
FINANCIAL ADVISOR'S WEBSITE
(408) 839-3948

General

Kathryn Lucas is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Cupertino, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 31, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Insurance Licenses

  • Life insurance

Broker-Dealer Affiliation

Tranamerica Financial Advisors, Inc.

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Business Taxes, Career Change, Investment Management, Corporate Finance, Estate Planning, Employee Benefits, Limited Partnerships, Mutual Funds, Job Loss, Insurance, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Special Needs, Personal Taxes, Women's Finances

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