Anthony Lugo CFP®
Anthony Lugo is a Senior Wealth Advisor, Wealth Management Services at Destination Wealth Management. He has worked in the Wealth Management industry since 2013.
He began his career as a Financial Planner at Polaris Greystone Financial Group, a Registered Investment Advisor in San Rafael providing investment management and financial planning for high-net worth individuals and families. Anthony was responsible for developing financial plans, helping clients plan for retirement, cash flow projections, and supporting senior advisors.
Prior to joining Destination Wealth Management, Anthony was a Financial Advisor at the Golub Group in San Mateo, working with individuals and families to guide them through the complex financial decisions that many of them face, especially in the Bay Area. Anthony helped his clients through ongoing financial planning to navigate them through the complexities of tax, insurance, and estate planning.
Anthony was born and raised in the Bay Area. He holds a Bachelor of Science degree in Financial Services from San Diego State University. He has also been a CERTIFIED FINANCIAL PLANNER™ professional since 2016. Anthony currently resides in San Francisco and enjoys photography, live music, and building/riding vintage motorcycles and cars.
*For more information about the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, please refer to the disclosure page on our website at www.destinationwm.com/advisor-certification-disclosures.