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Kathryn Lucas, CFP®, CPA

Ameriprise Financial Services

1919 South Bascom Ave.
Suite 120
Campbell, CA 95008
Phone: (408) 963-2276

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Charitable & Planned Giving
  • Asset Allocation
  • Business Taxes
  • Investment Management
  • Corporate Finance
  • Estate Planning
  • Employee Benefits
  • Limited Partnerships
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Sudden Wealth
  • Special Needs
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.