More than half of companies lack a CEO succession plan, putting their future at risk. This article explores why succession planning should be a top priority. https://lnkd.in/gRsavdTk
Luminate Wealth Management & Insurance Services | Private Client Group | Northwestern Mutual
金融服务
Irvine ，CA 69 位关注者
LIGHTING THE WAY TO YOUR GREATEST LIFE: Premier financial planning to help you plan wisely and live boldly.
关于我们
We are a multigenerational financial planning practice built on a foundation of intellectual excellence and an unmatched client experience. We help our clients plan wisely so they can live boldly, and our mission is to develop collaborative partnerships so we can help families build financial security for generations to come. AS ADVISORS WE: - Provide clarity about where you are and where you want to go. - Eliminate distractions by teaching you what you need to know as it relates to your plan and your goals. - Help you make informed, intentional financial decisions that support your greatest life. - Partner with your other trusted advisors to ensure everyone is working in harmony to support your best interests. - Look out for your potential shifts in your financial world and adjust your plan accordingly. - Keep you informed about your progress as we manage your assets and track your cash flow. Support you throughout the planning process with consistent, world-class service. OUR CLIENTS want to make wise decisions. They're the kind of people who want the most out of life, and when it comes to their financial world, THEY KNOW THEY DON'T HAVE ALL THE ANSWERS. They might be retiring soon or in the height of their career- either way, they want help navigating their resources and opportunities so they can move forward with purpose and confidence. We come alongside them, illuminate their paths, and create practical plans so they can pursue their dreams and goals boldly. We are: - RELIABLE - ORGANIZED - LOYAL & DEDICATED - PROACTIVE - OBJECTIVE & INSIGHTFUL - EDUCATIONAL - EXPERIENCED - COLLABORATORS
- 网站
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www.luminatewealth.com
Luminate Wealth Management & Insurance Services | Private Client Group | Northwestern Mutual的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Irvine ，CA
- 类型
- 合营企业
- 创立
- 2005
- 领域
- Retirement Planning、Wealth Management、Financial Planning、Estate Planning、Business Planning、Investment Solutions、Business Succession Planning和Charitable Giving
地点
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主要
获取路线
18575 Jamboree Road
Suite 400
US，CA，Irvine ，92612
Luminate Wealth Management & Insurance Services | Private Client Group | Northwestern Mutual员工
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Jian Wong
Portfolio Manager | Luminate Wealth Management & Insurance Services | Northwestern Mutual
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Anthony Abadilla, CLU?, ChFC?, CFP?
Partner and Private Wealth Advisor CLU?, ChFC?, CFP? Luminate Wealth Management & Insurance Services
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Fernando Sanchez
Operations Manager | Luminate Wealth Management & Insurance Services | Northwestern Mutual
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Dr. Lucas Dyer
USMC Veteran Turned Financial Advisor | Board of Directors USC MAA-OC | #1 USC Fan According to My License Plate
动态
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Business energy costs can strain your budget, but strategic investments can help you cut expenses and redirect those savings into smart, long-term growth opportunities. Check out this article. https://lnkd.in/g5FH_-dq
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Looking to apply for an LLC? Check out these essential tips for business owners and get started with confidence. Click to read the article! https://lnkd.in/gFVUZWWt
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Learn how to safeguard your retirement savings against inflation with these practical strategies. Check out the article for valuable insights! https://lnkd.in/gQWSSBzG
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We are thrilled to introduce you to the newest member of our team, Lucas Dyer, EdD. Lucas brings a wealth of experience and expertise that we are confident will greatly benefit our clients and our firm. Lucas is a Marine Corps Combat Veteran with 20 years of combined service as a Marine and Terrorism Analyst for the Department of Defense. Following his distinguished military career, he served as the Senior Program Manager of Learning and Development at Amazon, where he oversaw the development and planning processes for over 400 Amazon warehouses and 4000 mid-level leaders. Lucas’s impressive credentials include numerous professional publications and a book detailing his experiences leading Marines in combat while serving in Afghanistan. He holds a Doctorate from the University of Southern California and resides in sunny Southern California with his two incredible kids. In addition to his professional accomplishments Lucas is committed to giving back to the community, helping others achieve their life goals. In his new role with our firm, Lucas will focus on enhancing client relations. He will be actively participating in meetings with both existing and prospective clients to understand their goals, challenges, and aspirations. Lucas will provide expert advice, develop tailored financial plans, and deliver personalized recommendations. His role will be pivotal in ensuring that our clients receive the highest level of support and guidance. We are confident that Lucas's extensive experience and dedication will be invaluable to our clients. Please join us in welcoming him to our team as we work to integrate Lucas into Luminate, you may have an opportunity to meet with him as part of your next review with us. Luminate Wealth Management #financialplanning#wealthmanagement#retirement#financialadvisor#investments#retirementplanning
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#MondayMotivation: "You have everything you need to build something far bigger than yourself." -Seth Godin
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Discover 11 smart ways to save money and live frugally. Click the link to explore practical tips for a more budget-friendly lifestyle! https://lnkd.in/e9kDKEeZ