Specialties
About Me
Jonathan Lucas, CFP®, ChFC® Jonathan Lucas is a Financial Professional based in California.
As a franchise owner with Ameriprise Financial since 1996, he has built a well-respected and customer-focused financial advising firm. He holds the CERTIFIED FINANCIAL PLANNERTM and Chartered Financial Consultant professional designations. This means that Jonathan has proven the depth of his financial knowledge and maintains the highest of professional standards. He specializes in comprehensive wealth management to a select group of individual families and small business owners with retirement income, income tax reduction, asset allocation and estate planning needs. With the goal of simplifying the complex issues in wealth management, we work together to create the financial future of your dreams. In his free time, Jonathan spends time with his wife and three kids outside - skiing, hiking, riding, boating - everything the Tahoe basin has to offer, as well as exploring on their travels.
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Interests & Hobbies
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Credentials
CFP, ChFC
Chartered Designations
What do these credentials mean?
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Disclosures
An Ameriprise Financial Franchise. Products from RiverSource and Columbia Threadneedle Investments are offered by affiliates of Ameriprise Financial Services, LLC. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Ameriprise Financial Services, LLC. Member FINRA and SIPC.