Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

International Space Station

Stephen Lucero

First Vice President–Wealth Management

In the past two decades, I have seen markets both expand and contract. I have seen presidential elections and impeachments. I have seen three wars but also times of peace. I have seen two "bubbles" one in technology and one financial. Lastly, we all have experienced in one way or another the worst terrorist attack on U.S. Soil. What this means to you is I have a strong understanding of how the markets react in different economic cycles and how to position your portfolio accordingly. Many of my clients have benefited from my experience and have avoided many of the pitfalls of investing.

Personal & Community

  • Program Chairman for the Kiwanis Organization of San Jose
  • Enjoy road and mountain bike racing and competing in triathlons
  • Avid snow skier
Registered States:
  • AZ
  • CA
  • CO
  • FL
  • HI
  • ID
  • KY
  • MA
  • MD
  • MI
  • MO
  • NJ
  • NM
  • NV
  • NY
  • OR
  • PA
  • SC
  • TX
  • VA
  • WA
355 Santana Row
Suite 2050
San Jose, CA 95128
  • (408) 282-8478

Email Me

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UBS and Credit Suisse—stronger than ever

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

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In invested assets globally 
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