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Kathryn Lucas

Kathryn Lucas Ameriprise Financial Advisor

CFP®, CPA

Financial Advisor

  • 408.963.2250
  • kathy.a.lucas
    @ampf.com
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I am licensed and registered to conduct business in CA.

Based on licenses and registrations I hold, I may also conduct business in CO, ID.

CA Insurance #0F21423

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  • Investment products, including shares of mutual funds, are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution and involve investment risks including possible loss of principal and fluctuation in value.
  • Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
  • Confident Retirement is not a guarantee of future financial results.
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