We know choosing an advisor isn’t easy.

We invite you to meet our team. We’ll start by answering any questions you may have about our services or your situation. To schedule a consultation or learn more about our team, please fill out the following form or call us. We look forward to hearing from you soon.

David Lucas

333 W San Carlos St

Ste 1650

San Jose, CA 95110-2740

T 408.279.1724

F 408.279.3163

TF 877.486.2174

"Price is what you pay. Value is what you get."