Lucas D. Karasch, CFP®

Vice President, Advisor, Partner

San Diego, California

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Lucas helps high-net-worth individuals and families navigate major financial transitions. He works with clients experiencing career changes, divorce, inheritance, business sales, and other complex life events, providing thoughtful guidance that helps them move forward with clarity and confidence.
Since beginning his wealth management career in 2012, Lucas has advised clients through independent financial planning firms. He earned a degree in Psychology from Wheaton College in Illinois and holds the CERTIFIED FINANCIAL PLANNER™ designation. His background in psychology provides valuable insight into the personal and emotional aspects of financial decision-making during life's major transitions.
Financial transitions often involve more than numbers. Taking an attentive and empathetic approach, Lucas helps clients clarify what matters most, evaluate their options, and make informed decisions with confidence.
Lucas lives in Encinitas with his wife and three children. Outside the office, he enjoys music, travel, spending time with family and friends, and is active in his local church.