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Lucas Sorich

Client Advisory

Biography

Lucas is an Associate in the San Diego office. He is a member of the Wealth Management practice, supporting advisors in providing comprehensive financial planning and investment management services to individual and family clients.

Prior to joining Cerity Partners, Lucas served as a Client Services Associate for a boutique wealth management firm learning about all aspects of financial planning and investment management.

In his spare time, Lucas enjoys being active, attending concerts, and relaxing on the beach.

Client Advisory Learn more about Lucas’ practice

Education

  • B.S. Business Administration: Financial Services from San Diego State University

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.