David Lucca

David Lucca is a respected investment advisor specializing in managing money for retirees and business owners. He attended Pennsylvania State University, where he received a Bachelor of Science degree in 1980. He has also earned a Master's degree from Dallas Theological Seminary, and has pursued graduate studies in Wealth Management through the College for Financial Planning in Denver, Colorado.

Dave began his investment career in 1986 as a financial planner, earning the designation of Certified Financial Planner three years later. Most recently, he was named one of Ticker Magazine's "Ace Advisers" for 2000. He is also a member of the Financial Planning Association.
 

Dave has taught on investment issues at Dallas-area colleges and served as an adjunct faculty member for the College for Financial Planning. He has been quoted in the Central Penn Business Journal, Lancaster Intelligencer Journal, Financial Planning magazine, Utility Business journal, and numerous other financial and business publications. He appears in Who's Who in America: Finance and Industry (1999/2000).

Dave, his wife, Jan, and their two children moved to Lancaster, Pennsylvania in 1997 to be closer to Dave's family. They enjoy the peaceful countryside and the slower pace of life they found there.
 

Enabling his clients to enjoy life by preserving their wealth, lowering their risk, and freeing up their time are the benefits provided by Dave over the past 14 years.