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Cfp® Anthony Lugo
Wealth Advisor at Destination Wealth Management
Anthony Lugo is a Certified Financial Planner (CFP®) with a solid educational background in Financial Services, having pursued Bachelor of Science (BS) at San Diego State University-California State University and continued his studies at Las Positas College.
With a wealth of experience in the financial industry, Anthony has held key positions at various organizations. Currently, he serves as a Wealth Advisor at Destination Wealth Management. Previously, he worked as a Financial Advisor at Summitry, a Financial Planner at Polaris Greystone Financial Group, LLC, a Paraplanner at Polaris Greystone Financial Group, LLC, and gained valuable experience as an Intern at Morgan Stanley.
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Location
San Francisco Bay Area
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