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 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 In...
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 ro...
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 Was...
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.
