Luciano & Associates
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
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.
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
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
For the May edition of the Monthly Market Update, we're excited to announce that we'll be joined by Richard Bernstein, the CEO and CIO of Richard Bernstein Advisors (RBA).
Rich founded Richard Bernstein Advisors LLC in 2009. As the CIO, Rich oversees the firm's Investment Committee which manages multi-asset, global equity, and fixed income ETF strategies for financial advisors and institutions. He helps write the firm's monthly Insights which has over 25,000 subscribers, is a frequent guest on CNBC and Bloomberg TV, and is regularly quoted in leading publications like Barron's, Financial Times, and The Wall Street Journal. Mr. Bernstein has over 40 years' experience on Wall Street, most recently as the Chief Investment Strategist at Merrill.
Please join us for a fireside chat with Rich where he will give an update on 2024 investment outlook, current market themes and more. The call will take place on Tuesday, May 21st, 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.
For the June edition of the Monthly Market Update, we're excited to announce that we'll be joined by Jared Woodard, Senior Research Analyst and Head of the Research Investment Committee with BofA Global Research.
Jared offers insights on global asset allocation and key market trends to the firm's wealth management, institutional, and government clients. Woodard has been with the firm since 2016. Prior to that, he was the senior equity derivatives strategist at BGC Partners in New York and a portfolio manager at Clinamen Financial Group, where he traded a global macro volatility strategy.
Please join us for a fireside chat with Jared where he will provide a 2024 investment outlook update, discuss current market themes and more. The call will take place on Tuesday, June 4th, 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.
For the July edition of the Monthly Market Update, we're excited to announce that we'll be joined by Sean O'Brien, Managing Director and Head of Equity Trading for Merrill Lynch Global Wealth and Investment Management (GWIM).
Sean is responsible for equity sales and trading within Merrill Lynch GWIM. In this role, he directly manages the equity block trading desk. This trading desk is responsible for executing large orders for Financial Advisors with the end goal of limiting market impact while achieving optimal pricing results.
Please join us for a fireside chat with Sean where he will provide a 2024 investment outlook update, discuss current market themes and more. The call will take place on Tuesday, July 9th, 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.
For the August edition of the Monthly Market Update, we're excited to announce that we'll be joined by Lauren Sanfilippo, Sr. Quant Investment Analyst for the Chief Investment Office.
In this role, Lauren contributes to the development of the CIO's investment strategy by providing timely analysis of economic and thematic market trends. She is a regular contributor to the CIO thought leadership publications such as the Capital Market Outlook, Investment Insights, Viewpoint and Thematic Insights. She has also been cited in many media venues such as Barron's, Bloomberg Radio, CNBC MarketWatch and Fortune magazine.
Please join us for a fireside chat with Lauren where she will provide a 2024 investment outlook update, discuss current market themes and more. The call will take place on Tuesday, August 6th, 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.
Merrill invites you to a virtual event featuring Jeff Bush, a dynamic and insightful speaker and author known for his unique ability to translate difficult tax and fiscal information coming out of Washington, D.C. Jeff will discuss his perspective on the current political environment, prospective legislation and strategies for investment and retirement planning.
Click here to register.
WebEx details will be provided prior to the client event.
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.
