Financial Services Executive Partner
Lucas DiPietro joined his father’s (Mike DiPietro) firm in 2009 after graduating from the University of San Diego with a Bachelor of Arts in Finance. He oversees the Financial Services division offering services in the capacity as an Investment Advisory Representative. He has worked intimately on both the tax and financial services sides of the company for well over a decade, specializing primarily in retirement, income structuring, real estate, and estate planning.
The firm has expanded its service to provide insurance services including health, life, disability, long term care, and property and casualty.