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