Lucas KulmaCFA®, CFP®
A graduate from Miami University with a B.S. in Finance, Lucas went on to receive his Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. He is the former chairman of the behavior finance committee for the CFA LA, and an active member of the Financial Planning Association of Colorado and the CFA Colorado Society.
Prior to joining the Kukla McGinnis Brown Team at Moneta in 2019, he spent most of his time working in Los Angeles. Lucas worked for LourdMurray in Beverly Hills, primarily serving ultra-high-net-wealth clients in the entertainment industry, including pro athletes and celebrities in television and film. He most recently worked at Kayne Anderson Rudnick, where he focused on financial planning for business executives, entrepreneurs, retirees and other individuals with complex financial situations.
Outside of the office, Lucas enjoys playing racquetball, volleyball, golf, squash, hitting the slopes and rooting for his favorite Chicago sports teams.
His greatest thrill in life comes from spending time with his wife and their son.
- Chartered Financial Analyst (CFA)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
QUESTIONS YOU SHOULD ASK YOUR ADVISOR TEAM
What is your client-to-advisor ratio?
WHO OWNS THE FIRM YOUR ADVISOR WORKS FOR AND WHAT IS THEIR 10-YEAR Plan?
WHAT HAPPENS WHEN YOUR ADVISOR RETIRES?
WE ARE YOUR FAMILY CFO
We know what it’s like to guide families through the birth of new children, the death of loved ones and the many joys and trials that come in between. Whether you want to send your kids to their dream school or retire early, your Family CFO is here to guide you. Whether you want to sell your business or sponsor the best retirement plan for your employees, your Family CFO is here to guide you. We are your advocate.