Matt Lucas Email & Phone Number
Advisor | Wealth @ Fortitude Family Office
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Matt Lucas Location
- Phoenix, AZ, US
Matt Lucas Work
- 2021 -now Advisor | Wealth @
- 2020 -2021 Wealth Planner @
- 2011 -2020 Cross Border Financial Planner @
Matt Lucas Education
- Arizona State University
Bachelor of Science - BS (Business Management)
- College for Financial Planning
Master of Science - MS (Personal Financial Planning)
Matt Lucas Skills
- Financial Planning
- Wealth Management
- Finance
- Investment Advisory
- Financial Advisory
Matt Lucas Summary
- Matt Lucas, based in Phoenix, AZ, US, is currently a Advisor | Wealth at Fortitude Family Office. Matt Lucas brings experience from previous roles at Tarbox Family Office, Inc. and KeatsConnelly - Cross Border Wealth Management. Matt Lucas holds a Bachelor of Science - BS in Business Management @ Arizona State University. With a robust skill set that includes Financial Planning, Wealth Management, Finance, Investment Advisory, Financial Advisory and more. Matt Lucas has 3 emails and 5 mobile phone numbers on RocketReach.
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