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Here at Lucent Elm, we understand that taking care of yourself and your loved ones is of utmost importance. That is why our personalized approach ensures that your unique situation is taken into consideration when creating a customized plan to meet your specific needs. With us by your side, you will have a dedicated personal guide to help you navigate every step of the way. Rest assured that our top priority is your peace of mind and satisfaction.
PRACTICE AREAS

We are passionate about helping people achieve financial freedom so they can live life to the fullest. By taking the stress out of money management, we empower our clients to focus on what matters most. Our goal is to equip you with the skills and knowledge you need to make informed financial decisions and take control of your future. With our guidance, you will learn the value of basic financial management and gain the confidence to pursue your dreams with peace of mind.

Our process is simple…

1. ORGANIZATION

We help organize your current financial position.

2. CUSTOMIZATION

We customize a plan to fit your current and future goals and objectives.

3. MAINTENANCE & ENHANCEMENTS

We monitor your plan and regularly work to improve your financial position.

Our Philosophy

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Our Team

A fusion of seasoned experience, unyielding dedication, and expert proficiency. With years of experience, our advisors stand ready to navigate your unique financial journey with tailored guidance. Trust is our bedrock, earned through proven results and an unwavering commitment to your prosperity. Meet the team devoted to helping you achieve and maintain your financial goals.

CONTACT

CONTACT
LUCENT ELM

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OUR ADDRESS

100 Wilshire Boulevard 

Suite 700

Santa Monica, CA 90401

Phone: (310) 775-2529

Mon-Fri: 8:00 AM - 5:00 PM

Sat-Sun: By Appointment

 

Click Here to Find Us

For any general inquiries, please fill in the following contact form:

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We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

The registered representatives are with and securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AR, AZ, CA, CO, DC, FL, HI, IL, MD, MI, NJ, NV, NY, OR, TN, TX, UT, WA

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