I’m Lucas Teel, Paraplanner at Stratos Private Wealth, San Diego.
I support our advisory team by helping build thoughtful financial plans and delivering the analysis and preparation that helps clients move toward their financial goals with confidence. I'm enjoying learning to help turn complex financial information into organized, personalized plans that support our clients' long-term success.
I grew up in San Diego and earned my Bachelor's degree in Finance from San Diego State University. During my studies, I developed a strong interest in financial planning and investment management, which inspired me to pursue a career helping individuals and families build more confidence in their financial future.
As a Paraplanner at Stratos Private Wealth, I work closely with our advisory team to help prepare financial plans, conduct research, and support the planning process. I enjoy the collaborative nature of my role and take pride in learning how to create personalized strategies that align with each client's goals.
Personal Interests
Outside of the office, staying active is a big part of my lifestyle. Whether I'm in the gym, out on the water, or playing sports with friends, I enjoy finding new ways to stay moving. I also love spending time outdoors with my dog, Maverick, and taking advantage of everything San Diego has to offer.
Specialties
Financial Planning Support
Client Service Support
Financial Research
Financial Analysis
Retirement Planning Support
Education
San Diego State University, Bachelor of Science in Finance
