Michael Lucey Honored With Prestigious Invitation
Petaluma, California Retirement Advisor Joins National Organization
Michael has been within the Financial Planning industry since 1989. Providing valuable service to individuals and families with core values reflecting a conservative and secure discipline concerning their financial plans throughout this time.
Michael received his Bachelors of Science in Business Administration from San Francisco State University. Also, earning two professional insurance designations within Estate Planning. Michael's experience and education provide a sound foundation for clients to implement strategic financial strategies concerning his clients' accumulation, distribution, protection, and transfer of wealth goals. Michael is proud to have consistently been able to be of service to others, either as a coach and trainer or as a Financial Advisor.
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