Lucas Giordano is a Registered Principal with LPL Financial and a partner at Main Street Wealth Group.
Lucas Giordano positions clients to pursue their future goals by designing customized wealth management strategies that focus on helping them to enjoy life today without sacrificing tomorrow.
Luke has created customized comprehensive financial plans for clients for more than a decade. Prior to becoming a financial advisor in 2006, he began his career in hedge fund portfolio management and managing brokerage and bank teams at E*Trade Financial. These experiences provided valuable experience with the accumulation and risk management side of investment management and are a strong foundation for his role as an investment planner. Luke earned his B.A. in Economics and a B.A. in Philosophy from Westmont College in Santa Barbara, California. He achieved the Certificate in the Financial Planning from Kaplan University and is FINRA Series 7, 24, 63 and 66 registered through LPL Financial.
Clients can expect Luke and the team at Main Street Wealth Group to build long-term relationships that encourage open communication and to become their essential finance partner. Luke uses a straightforward approach to investing that begins by listening to understand the client’s current financial situation and risk tolerance. Luke then designs a holistic plan toward financial wellness, and he coordinates with their professional advisors including tax, insurance and trust specialists to offer a first-class client experience. This full-service approach to client service allows clients to focus on the other things in life that are important to them.
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. He volunteers his time as a board member of Keep Tahoe Blue (The League to Save Lake Tahoe), an organization dedicated to protecting and restoring the environmental health, sustainability, and scenic beauty of the Lake Tahoe Basin.
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!
CA Insurance Lic. # 0F36736