CERTIFIED FINANCIAL PLANNER® certification
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
Pure’s Financial Advisor, Robert Lucente, CFP®, CFA, CAIA, simplifies Medicare Open Enrollment with 7 steps that can help you save real money and prevent unwanted surprises in January. Transcript Medicare Open Enrollment runs from October 15th to December 7th, and during that window, you can make changes to your coverage for the following year.1 The […]
Do you know if your investments are on track to support you throughout retirement? Regularly assessing your investment portfolio is essential to staying aligned with your long-term goals. Pure’s Financial Advisor, Robert Lucente, CFP®, outlines a simple four-step process to ensure your investment plan stays in sync with your financial goals. Transcript Whether you’re a […]
Change is the only constant in life, making it essential to prepare for the unexpected as we step into the new year. Pure’s Financial Advisor, Robert Lucente, CFP®, shares actionable steps to help you navigate financial challenges and build a solid foundation for 2025 and beyond. Transcript Uncertainty is a part of life, particularly in […]
