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Lucas Giordano, Private Wealth Advisor serving the Woodland, CA area - Ameriprise Advisors

Lucas Giordano

CFP®, APMA

Private Wealth Advisor

Main Street Wealth Group
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investment Management
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Family Finances
  • Retirement Income Strategies
  • Small Business

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 66 - Uniform Combined State Law Examination
  • Series 24 - General Securities Principal Examination

Education

  • Bachelors in Economics-Business at Westmont College in 2001
  • Bachelors in Philosophy at Westmont College in 2001

Awards & recognition

  • Ameriprise Circle of Success, 2019-2023
  • Main Street Wealth Group, Ameriprise Client Experience Award, 2021-2023

Previous experience

  • Registered Principal & Investment Planner at LPL Finanical, Nov 2008 - April 2018
  • Registered Principal & Financial Advisor at Signator Investors, Sep 2006 - Nov 2008
  • Registered Principal & Manager at E*Trade Financial, May 2004 - Aug 2006
  • Portfolio Analyst at Hammer Capital Management, Oct 2002 - May 2004
  • Operations at 720 Capital Management, June 2001 - Oct 2002

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

I served on the Board of Directors for the League to Save Lake Tahoe for 10 years (2012-2022). I served as Treasurer for 5 years and Finance Committee Chair for 10 years. I’ve always loved my time up at the Lake with family and friends. This affinity with the Lake got me involved with the League to Save Lake Tahoe, and to Keep Tahoe Blue. We all would like to be able to enjoy Lake Tahoe now and be able to share this with future generations. If you want to learn more about the League to Save Lake Tahoe and what they have accomplished and are currently working on, please visit their website.

Interests

Growing up in South Lake Tahoe, California, Luke actively competed in ski racing and raced at one of the highest levels before leaving the sport to attend college. Luke and his wife, Erin, reside in Davis and are busy raising their two children. They enjoy spending time with family and friends, being active in sports, all things outdoor and anything else that challenges them!

Lucas Giordano

Lucas Giordano is Chief Executive Officer of Main Street Wealth Group®. Lucas is a CERTIFIED FINANCIAL PLANNER ™ practitioner, and an Accredited Portfolio Management Advisor™. Lucas and the team at MSWG position clients to pursue their future goals by designing customized wealth management strategies that focus on helping them enjoy life today without sacrificing tomorrow. The team at MSWG creates customized financial plans for clients and builds investment strategies to support client goals and their planning.