Anthony Lugo, CFP®, CEPA®


Wealth Advisor
San Francisco

Wealth Coach. Anything Two Wheels. Boundless Curiosity

Experience

Wealth Advisor (Oct 2023 - Present)
Parallel Advisors, LLC
San Francisco, CA

Senior Wealth Advisor | Wealth Advisors (Sep 2019 - May 2023)
Destination Wealth Management
San Francisco, CA


Education

San Diego State University 
Bachelor of Science (BS), Financial Services 

Las Positas College

anthony.lugo@paralleladvisors.com

LinkedIn

Previous
Previous

Fritz Linkner, MBA®

Next
Next

Michael Ma, CFP®, MSFS®, ChFC®