Anthony Lugo Email
Senior Wealth Advisor @ Destination Wealth Management
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Anthony Lugo Location
- California, United States
Anthony Lugo Work
- 2022 -now Senior Wealth Advisor @
- 2019 -2022 Wealth Advisor @
- 2017 -2019 Financial Advisor @
- 2015 -2017 Financial Planner @
- 2014 -2015 Paraplanner @
- 2013 -2013 Intern @
Anthony Lugo Education
- San Diego State University
Bachelor of Science
2011-2012 - Las Positas College
Anthony Lugo Skills
- Finance
- Customer Service
- PowerPoint
- Microsoft Excel
- Financial Analysis
- Analysis
- Team Leadership
- Leadership
Anthony Lugo Summary
- Anthony Lugo, based in California, United States, is currently a Senior Wealth Advisor at Destination Wealth Management. Anthony Lugo brings experience from previous roles at Destination Wealth Management, Summitry, Polaris Greystone Financial Group, LLC and Polaris Wealth Advisory Group. Anthony Lugo holds a 2011 - 2012 Bachelor of Science @ San Diego State University. With a robust skill set that includes Finance, Customer Service, PowerPoint, Microsoft Excel, Financial Analysis and more. Anthony Lugo has 1 emails on RocketReach.
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