Lucas Di Pietro

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. With a degree in Finance, working in the company’s Financial Services division was a natural fit as he later became a certified Investment Advisory Representative. He has worked intimately on both the tax and financial services side of the company for 10 years, specializing primarily in retirement and estate planning. In 2014, Luke was officially heading the department and expanding it to include the many facets of insurance (e.g. health, life, property and casualty, etc). By utilizing product knowledge of equities, bonds, alternatives, and insurance products, Luke helps his clients plan for their future and the future of their families. His easy-going personality combines well with his solid handle of investment options, making Luke a favorite among clients. Luke became the Financial Services Executive Partner in January of 2019 and looks forward to helping his clients retire in style.