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