Luciano & Associates

Merrill Lynch Wealth Management

101 South Ellsworth Avenue
Suite 400
San Mateo, CA 94401
(650) 579-3058
Learn more about an advisor's background on
Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Luciano & Associates
Merrill Lynch Wealth Management
Welcome

Welcome to Luciano & Associates, your trusted financial resource in the Silicon Valley for the past three decades.

Our dedicated team of professionals is here to put your unique goals at the heart of every financial decision - forming the bedrock of your tailored financial strategy. We understand that significant wealth necessitates personalized, goals-based financial strategies.

At Luciano & Associates, we go beyond traditional retirement planning offering comprehensive advice and guidance that encompass estate planning strategies, equity compensation strategies, tax optimization, liability management and much more. We pride ourselves on identifying potential blind spots that often go unnoticed in your financial planning, such as the critical aspects of life and disability insurance.

In our commitment to building enduring relationships, we spend time at the beginning of a relationship to fully grasp your most pressing priorities - for today and the long-term. We celebrate a philosophy of collaboration, working closely with a team of specialists that enables us to tap into the wealth of resources and insights offered by a world class global financial institution. This collaboration helps us create strategies that mirror your family planning aspirations for generations to come. 

Navigating the complexities that significant wealth can bring is a challenge we understand. Drawing from our extensive experience, unwavering passion, and unique perspectives, we are here to simplify your financial life. We can help make it more manageable and help ensure you move forward with confidence and ease. Join us in safeguarding your financial future and helping you achieve your goals with clarity, precision, and the trust that comes from a lasting relationship.

*Merrill Life Agency's California License Number 0522776

Recognition
Paul Luciano
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2022-2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2023
(Published on January 12, 2023. Rankings based on data as of March 31, 2022.)
Show more recognition
About Us
Who We Serve

At Luciano & Associates, we serve a select group of accomplished individuals, including founders, executives, venture capitalists, and entrepreneurs who have achieved significant wealth and are now seeking a dedicated financial resource. We are proud to cater to the discerning needs of these "quietly-wealthy" residents of Silicon Valley and beyond. Our commitment lies in using our unwavering diligence and discipline to cultivate, preserve, and add purpose to our clients' wealth.

We find our greatest fulfillment in nurturing strong, trust-based relationships, extending our support to both clients and their extended family members. This approach allows us to delve into key areas that contribute significantly to our clients' prosperity and confidence, making their financial journey as seamless and meaningful as possible.

Additionally, we understand the importance of generational wealth and knowledge. As a multi-generational team of advisors, we actively seek to connect with our clients' children. Our aim is to educate the next generation on matters of financial planning, empowering them to follow in their parents' footsteps and continue to build upon their hard-earned success. We believe that by sharing our extensive knowledge, we can aid in creating a legacy of financial wisdom that spans across generations.

Tuesday, January 16th 2024| 12:00 PM PST
Monthly Market Update with Luciano & Associates Investment Team

At Merrill, we are here to help you make thoughtful decisions about your financial strategy. That's why we invite you to join us for an informative discussion about current market trends. Our next event will be on Tuesday, January 16th, 2024 at 12:00 PM PST.

To register, please use the following link: Register Here

To better guide the discussion, feel free to send questions / topics of interest to lucianoandassociates@ml.com

Tuesday, February 6th 2024| 12:00 PM PST
Monthly Market Update - February

For February's edition of the Monthly Market Update, we will be joined by Managing Director and Head of Capital Markets Investor Solutions for Merrill Lynch Wealth Management, Rob Romano.

This month's session will take place on Tuesday, February 6th, from 12:00 - 12:45 PM PST. Please join us for an informative discussion about current market trends, investment themes and 2024 outlook.

To register, please use the following link: Register Here

To better guide the discussion, feel free to send questions / topics of interest to lucianoandassociates@ml.com

Tuesday, March 12th 2024| 12:00 PM PST
Monthly Market Update - March

For the March edition of the Monthly Market Update, we're excited to announce that we'll be joined by Marci McGregor, Head of CIO Portfolio Strategy for Merrill and Bank of America Private Bank.

As of the Head of CIO Portfolio Strategy, Marci leads a team of portfolio strategists and investment analysts in providing investment, positioning, and implementation guidance to high and ultra-high net worth clients. She also can be frequently found on CNBC, Bloomberg and other media venues discussing these topics (find her bio attached). Please join us for a fire side chat with Marci where she will cover 2024 investment outlook, current market themes and more.

The session will take place on Tuesday, March 12th, from 12:00 - 12:45 PM PST.

Register here.

In order to better guide the discussion, feel free to send questions / topics of interest to lucianoandassociates@ml.com

Meet Our Team
Paul Luciano,

CFP®, CRPC™

Managing Director, Wealth Management Advisor
650.579.3058
Matthew Murrer
Financial Advisor
650.579.3072
Joseph Pisano Murrer,

CRPC™

Wealth Management Specialist
650.579.3018
Anna M Levaggi
Assistant Vice President, Wealth Management Associate
650.579.3050
Geetanjali V Joshi
Registered Wealth Management Client Associate
650.579.3005
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.