Joseph Lussier

Gestionnaire de Portefeuille-Actions chez Creative Planning LLC

Profil

Mr. Joseph M.
Lussier is a Wealth Manager & Partner at Creative Planning LLC.
He is working directly with clients to develop a cohesive strategy to meet their most complex goals and financial needs.
His comprehensive approach solves wealth management issues in the areas of retirement planning, investment management, tax, estate planning, business succession planning, corporate stock option planning, insurance and charitable planning.
Prior to joining Creative Planning, He worked for a major national financial services company for 15 years as a Financial Planning Consultant, Vice President, and Senior Account Executive managing a practice of over $1.8 billion.
The majority of his career was spent working with individual clients assisting them with their financial needs.
He received a Bachelor of Science degree in Management from SUNY New Paltz.

Postes actifs de Joseph Lussier

Sociétés	Poste	Début
Creative Planning LLC	Gestionnaire de Portefeuille-Actions	01/02/2012

Formation de Joseph Lussier

State University of New York College at New Paltz

Undergraduate Degree