Nathan Lugo Email & Phone Number

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VP - Senior Wealth Consultant @ (September 2024 - Present)
VP – Corporate Financial Consultant @ (March 2023 - September 2024)
Vice President Financial Consultant @ (June 2022 - March 2023)
Financial Consultant @ (June 2019 - June 2022)
Investment Consultant @ (May 2017 - April 2019)
Private Client Banker @ (September 2016 - May 2017)
Relationship Banker and Small Business Specialist @ (November 2015 - September 2016)
Personal Banker @ (October 2014 - November 2015)

UCLA Extension
Personal Financial Planning Certificate
2016-2017
California State University, Los Angeles - College of Business and Economics
Bachelor of Business Administration (B.B.A.) (Finance, General)
2012-2014
Santa Monica College
Associate of Science (A.S.) (Business Administration and Management, General)
2010-2012

Nathan Lugo, based in Los Angeles, CA, US, is currently a VP - Senior Wealth Consultant at Charles Schwab. Nathan Lugo brings experience from previous roles at Charles Schwab and Fidelity Investments. Nathan Lugo holds a 2016 - 2017 Personal Financial Planning Certificate @ UCLA Extension. Nathan Lugo has 3 emails and 1 mobile phone numbers on RocketReach.