Certified Financial Planner™
Chartered Financial Analyst®
Chartered Alternative Investment Analyst
BIOGRAPHY
Robert Lucente has been serving individuals and families to meet their retirement, estate, investment, and tax planning needs since 2006. Robert currently serves as an Investment Advisor Representative with Pure Financial Advisors, LLC where he works directly with clients to help them realize their specific financial objectives. Prior to joining Pure Financial Advisors, Robert served as a Senior Relationship Manager for over 10 years at a Bay Area wealth management firm specializing in financial and estate planning services for high-net-worth individuals. Robert has extensive experience in portfolio analysis and investment management.
Robert’s professional designations and registrations include Chartered Financial Analyst, CERTIFIED FINANCIAL PLANNER™ mark, Chartered Alternative Investment Analyst, and Investment Advisor Representative.
In 2005, Robert received a Bachelor of Science degree in Financial Services from San Diego State University. In 2007 Robert received his Masters of Science in Business from San Diego State University. Robert is an automotive enthusiast, enjoys traveling, and spending time with his golden retriever.
Robert's Latest Contributions
Wealth transfer planning is complicated, involving various factors like taxes, family dynamics, and financial goals. It requires careful navigation to ensure a smooth transition of assets. Pure’s Financial Advisor, Robert Lucente, CFP®, CFA® charter, guides you through essential steps to transfer your wealth to the next generation. FREE GUIDE | Estate Plan Organizer Transcript Baby […]
