Raymond J. Lucas, Jr.
CFP®, CRPC®
Senior Vice President of Financial Planning & Training
Ray provides leadership for case design, preparation, consulting, and implementation. Ray’s professional background includes over three decades in financial services and an accounting degree from Bentley University, as well as 10 years of experience in corporate America. This gives him a wide-ranging business outlook, one that is complimented by the educator perspective gained from teaching the CFP® program at Boston University. An author and contributor to various publications, Ray’s expertise has put him in demand as a keynote speaker on the topics of estate and retirement planning.
Chartered Retirement Planning Counselor (CPRC) conferred by College for Financial Planning.