Lucas Karasch

San Diego, California

Lucas Karasch

CFP®
Wealth Advisor
Education &
Certifications

CERTIFIED FINANCIAL PLANNER™

Wheaton College

About Lucas
Lucas began his career in wealth management in 2012. Prior to joining EP, he was an advisor with financial planning firms in San Diego and Nashville, TN. He holds the designation of Certified Financial Planner (CFP®) and graduated from Wheaton College (IL) where he studied Psychology. Lucas engages with clients at a deep level, listens for what is most important to them, and empowers them to take action toward financial freedom. He specializes in helping high net worth individuals and families navigate the complexities of major financial transitions such as a career change, death or divorce, inheritance, or sale of a business. Lucas lives in Encinitas with his wife and daughter and is an active member in his local church. He enjoys music, spending time with family and friends, and traveling (most recently to Thailand, Italy and Switzerland).
Wealth Management Team:

Client Relationship Associate

  • Help with account maintenance and balances
  • Help with wire transfers, and money movement
filler -2

Marina Tansey

Client Relationship Associate

Financial Planner

  • Financial plan development
  • Implementation of planning recommendations
Mike Ramirez_cropped-1

Mike Ramirez

Financial Planner
CFP®

Portfolio Manager

  • Personalized Asset Allocation
  • Tax Efficient Investing
Daiana K

Daiana Kelleyian

Portfolio Manager
CFA
CONNECT WITH LUCAS