Anthony Lugo Email
Senior Wealth Advisor @ Destination Wealth Management
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Anthony Lugo Location
- California, United States
Anthony Lugo Work
- Senior Wealth Advisor @ (January 2022 - Present)
- Wealth Advisor @ (September 2019 - January 2022)
- Financial Advisor @ (April 2017 - August 2019)
- Financial Planner @ (September 2015 - March 2017)
- Paraplanner @ (January 2014 - September 2015)
- Intern @ (January 2013 - January 2013)
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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