Matt Lucas recently joined Tarbox as a Wealth Planner, where he’s involved in all aspects of the firm’s planning process, from data collection and plan delivery in client meetings to working with planning technology software to help prepare various deliverables. Prior to his role at Tarbox, Matt was a Financial Planner at KeatsConnelly, where, among other duties, he assisted clients with Canada-U.S. cross-border financial planning needs.
Matt is a CERTIFIED FINANCIAL PLANNER™ and holds a CHARTERED RETIREMENT PLANNING COUNSELOR® designation. He earned a Bachelor of Science in Business Management from Arizona State University and is currently enrolled in the Masters of Science in Personal Financial Planning program at the College for Financial Planning. Matt is a member of the Financial Planning Association of Greater Phoenix.
Fun runs completed
“Whether you think you can, or you think you can’t - you’re right” - Henry Ford
Cups of coffee in the morning