Capital Strategies, Beyond Wealth
Lucas Vasquez has extensive experience in financial services, currently serving as a Financial Services Professional at Capital Strategies, a MassMutual firm, since December 2019. Previously, Lucas worked at 49 Financial as a Financial Professional, where responsibilities included assisting families and business owners with investment management, retirement planning, estate planning, and insurance from October 2018 to December 2019. Earlier in their career, Lucas was a Personal Trainer at the University of Texas - Fitness & Wellness from May 2017 to October 2018. Lucas holds a Bachelor of Arts in Economics from The University of Texas at Austin, earned in 2017.
Capital Strategies, Beyond Wealth
Vision At Capital Strategies, our vision is to help our clients build a healthier financial future. We are passionate professionals, committed to listening and identifying the gaps between where you are today and where you want to be. Mission Through a holistic approach to financial services, our representatives collaborate in teams that provide multiple perspectives toward problem-solving that result in improved client solutions and higher quality advice. Achieving financial independence is a journey, at Capital Strategies we have created an enthusiastic culture of accountability that underlies our commitment to guiding our clients each step of the way. Your Financial Health…...Is Our Business What Makes Us Different: Capital Strategies is team-focused and process-driven. Our client process begins with you, understanding what is unique about you, the challenges of today, your goals and your vision for the future. We will provide insight and clarity to the financial strategies that will sculpt your future. Service. Every initial engagement includes the scheduling of regular client review meetings. These are designed to reinforce our commitment to your goals and give you the opportunity for ongoing collaboration and adjustment to your financial strategies. As advocates for your financial health, our representatives are focused on developing holistic financial strategies, not on selling financial products. Disclosures and licensing: https://www.csomtx.com/licensing