|
|
|
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.
|