CA · Petaluma

Fiduciary advisors in Petaluma, CA

1 advisor with offices in Petaluma. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Petaluma

Lucey Wealth Advisors LLC

Petaluma, California

Lucey Wealth Advisors LLC is a Petaluma-based firm offering financial planning, investment management, and insurance analysis services, with a focus on insurance planning. The firm works with clients on estate planning matters and tax strategy, as evidenced by principal Michael Lucey's published work on estate tax considerations. The firm has received a 5-star rating across 8 Google reviews.

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Financial advisors in Petaluma, California

Advisors serving Petaluma specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (California's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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