Lucas Kulma

CFA®, CFP®
lkulma@monetagroup.com
(720) 579-9201
As an advisor, Lucas Kulma strives to empower his clients to navigate their financial futures and help reach their financial goals. He helps clients plan to meet their long-term goals and enjoys getting to see that plan come to fruition. Developing a personal relationship with his clients to fully understand their perspective and needs is core to his financial planning process.

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®)

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