Lindahl Lucas

Lindahl Lucas is the Founder of Davinci Wealth Management, based in Beverly Hills, California.1 He is an experienced Investment Advisor and Retirement Specialist with a strong background in financial services and education.1

Professional Experience

Lucas founded Davinci Wealth Management in November 2015 and continues to serve as its leader.1 In this role, he works with a non-profit educational group called SOFA (Society of Financial Awareness) to teach students and clients at institutions like UCLA, Pepperdine University, and College of the Canyons University Center about asset management and retirement preparation.1

In addition to his work at Davinci Wealth Management, Lucas has been the CEO of Lucas Insurance Services since September 1989.1 This agency, licensed in 5 states, focuses on providing comprehensive protection for families and businesses.1

Expertise and Achievements

Lucas is known for his expertise in several areas:

• Retirement Planning: He specializes in retirement income planning and tax-free retirement programs.1
• Insurance: His experience covers various types of insurance, including life, annuities, and commercial insurance.1
• Education: Lucas is committed to financial education, working with universities and writing books on retirement and insurance topics.1
• Leadership: He is the founding member of the "National Society of Agents for Consumer Education" and a national speaker on insurance matters.1

Education

Lindahl Lucas holds a Bachelor of Arts (BA) in Business Administration and Management from California Lutheran University, which he attended from 1984 to 1987.1

Through his roles at Davinci Wealth Management and Lucas Insurance Services, Lindahl Lucas has established himself as a prominent figure in the financial services industry, focusing on helping clients achieve financial confidence and prepare for a prosperous retirement.1