Lucas  Wennersten
Lucas Wennersten

Transition Financial Advisors Group

Fee-Only Financial Planner serving the Phoenix, AZ area.

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

Our Other NAPFA Members

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20 W Juniper Ave Ste 101
Gilbert, AZ

Lucas Wennersten is a Fee Only Financial planner in Gilbert, AZ. Lucas is a Certified Financial Planner™ specializing in working with high net worth individuals both domestically as well as those moving across the border with Canada. Lucas was born and raised in Phoenix, Arizona and has over 8 years experience in the financial services industry including previous employment in financial planning, banking, and mortgage consulting.  He received his bachelor’s degree in Business Economics from the University of San Diego in 2004, while on a baseball scholarship.  In addition to working as a financial advisor at Transition Financial Advisors, Lucas is currently preparing to sit for the comprehensive CFP® exam in Canada.