Karen Lucian - Raymond James

Services Offered

• Financial planning
• Investment management
• Retirement planning
• Wealth accumulation strategies

About

Karen Lucian is a financial advisor based in Newport Beach, California, providing financial planning and investment guidance to local clients. She specializes in retirement planning, investment management, and wealth accumulation strategies. As part of Raymond James, Karen offers personalized financial advice tailored to the unique needs of individuals and families. Her practice focuses on helping clients achieve their financial goals and secure their financial future.

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