Lucas Karasch
CFP®
EP Wealth Advisors
Wealth Advisor
Lucas Karasch
CFP®
EP Wealth Advisors
Wealth Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Lucas Karasch, CFP®
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Lucas Karasch began his career in wealth management in 2012. Prior to joining EP, he was an advisor with financial planning firms in San Diego and Nashville, TN. He holds the designation of Certified Financial Planner (CFP®) and graduated from Wheaton College (IL) where he studied Psychology. Lucas engages with clients at a deep level, listens for what is most important to them, and empowers them to take action toward financial freedom. He specializes in helping high net worth individuals and families navigate the complexities of major financial transitions such as a career change, death or divorce, inheritance, or sale of a business. Lucas lives in Encinitas with his wife and daughter and is an active member in his local church. He enjoys music, spending time with family and friends, and traveling (most recently to Thailand, Italy and Switzerland).
EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm headquartered in Torrance, California. EP Wealth manages over $16.1 billion in AUM as of December 31, 2022. With offices from coast to coast, EP Wealth combines the resources of a large firm with a local approach to provide client-centric financial planning, wealth management and investment management services to individuals and businesses. EP Wealth continues to grow and enrich the lives of our clients and team and has been recognized as a leader in the RIA space by multiple financial and industry publications, including Barron's 2022 list of top RIA’s, Financial Planning’s top firms of 2022, and many more at both the national and regional level. The firms Torrance headquarters has been named a Best Place to Work by the Los Angeles Business Journal, and several advisors and functional leaders have been named to varied "Best", "Rising Star" and "40 Under 40" lists.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Lucas Karasch is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Lucas Karasch is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Lucas Karasch
Office Locations:
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5151 Shoreham Place
Suite 270
San Diego, CA 92122 -
18301 Von Karman Ave.
Suite 410
Irvine, CA 92612
