Anthony Lugo Email
Wealth Advisor @ Mercer Advisors
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Anthony Lugo Location
- San Francisco, CA, US
Anthony Lugo Work
- Wealth Advisor @ (December 2024 - Present)
- Wealth Advisor @ (October 2023 - December 2024)
- Senior Wealth Advisor @ (September 2019 - May 2023)
- Financial Advisor @ (April 2017 - August 2019)
- Financial Planner @ Polaris Greystone Financial Group, LLC (September 2015 - March 2017)
- Paraplanner @ Polaris Greystone Financial Group, LLC (January 2014 - September 2015)
- Intern @ (January 2013 - January 2013)
Anthony Lugo Education
- San Diego State University
Bachelor of Science (BS) (Financial Services)
- Las Positas College
Anthony Lugo Skills
- Alternative Investments
- Estate Planning
- Investment Management
- Private Credit
- Private Equity
- Stock Compensation
- Succession Planning
- Tax Planning
- Venture Capital
- Wealth Management
- Wealth Transfer
Anthony Lugo Summary
- Anthony Lugo, based in San Francisco, CA, US, is currently a Wealth Advisor at Mercer Advisors. Anthony Lugo brings experience from previous roles at Parallel Advisors, LLC, Destination Wealth Management, Summitry and Polaris Greystone Financial Group, LLC. Anthony Lugo holds a Bachelor of Science (BS) in Financial Services @ San Diego State University. With a robust skill set that includes Alternative Investments, Estate Planning, Investment Management, Private Credit, Private Equity and more. Anthony Lugo has 3 emails on RocketReach.
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