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Lisa Luciano profile image

Lisa Luciano

Principal at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Security First Investments</span>
Intro Book
Financial planning and management expert with extensive experience.
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Location
Atlanta, Georgia, United States, US
Languages
  • English Native or bilingual proficiency
  • French Professional working proficiency
Skills
  • Financial Planning
  • Investments
  • Financial Advisory
  • Financial Services
  • Management
  • Show all
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Bio

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Lisa Luciano is a seasoned financial professional with expertise in financial planning, investments, and management. She has 20+ years of experience, including 6 years as a Principal at Security First Investments and 6 years as an Independent Financial Advisor at Raymond James Financial Services, Inc. She holds a Bachelor's Degree in French Language from Georgia State University and is a CERTIFIED FINANCIAL PLANNER™ professional.

Credentials

  • CERTIFIED FINANCIAL PLANNER™ professional
    CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.
    Apr, 2016
    - May, 2026

Experience

  • Security First Investments
    • Principal
      • 2007 - 2013

      As a CERTIFIED FINANCIAL PLANNER™ professional, RIA and team member, we grew AUM from 7mm at Raymond James to Approximately 16mm.Although I wore many hats, Comprehensive Financial Planning was my main responsibility including quantitative and qualitative analysis i.e. cash flow analysis, budgeting, debt counseling, short term and long term capital and liquidity needs analysis for major purchases, estate planning and risk management planning, tax planning and retirement planning. Workshop/Seminar Presentations: “Money a Window into the Unconscious Mind.”Quarterly account summary Quarterly client newsletter, What’s News

    • President
      • 2007 - 2013

      CERTIFIED FINANCIAL PLANNER™ professional, Chief Compliance Officer, Investment Adviser Representative (IAR) and Portfolio Manager

  • Raymond James Financial Services, Inc.
    • Greater Atlanta Area
    • Independent Financial Advisor
      • Apr 2004 - 2007
      • Greater Atlanta Area

      Licensed Independent advisor (utilizing Raymond James as the license holder), CFP® and asset manager.As a team of 3 (a trader, a planner and an assistant researcher analyst) AUM ranged from 7mm to 13mmWorkshop/Seminar Presentations: « The Case Acceptance, A Financial Planning Workshop for Atlanta...

  • UBS
    • Greater Atlanta Area
    • Financial Advisor and Stock Option Trader
      • Sep 1997 - Apr 2004
      • Greater Atlanta Area

      Started as a sales assistant under PaineWebber Inc. and completed Series 7, 65, 63; by February of 1999 I attended advisor training. Spoke french trading Stock options for Alcatel employées.Grew AUM from several hundred thousand to approximately 9mm before leaving the firm.Workshop/Seminar Presen...

Education

  • 1989 - 1995
    Georgia State University

Suggested Services

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Industry Focus. “Financial Services”

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