Lucas Kulma

Lucas Kulma [ChFEBC℠ , CFA, CFP®]

200 Columbine
Ste 220
Denver, CO 80206

Original Certificate Date: 12/7/2020

ChFEBC℠ Number: K0DL01060

Organization: Moneta

Phone: 720-579-9201
Cell: 630-308-0853

Email: lkulma@monetagroup.com

Primary Insurance: Various

Primary Investment: Various

Services: Comprehensive financial planning covering retirement planning, investment management, budgeting and cash flow analysis, Social Security, life insurance and disability needs analysis, long-term care planning, tax reduction and deferral strategies, estate planning