Andy Lucking, CFP®
Certified Financial Planner™ Professional
The most important thing I can do for a client is to listen intently to their concerns so we can work together to get to the heart of their financial issues. This is more than just a process, it’s a practice. We deal with some of the most private and personal pieces of a family’s life, listening helps build trust and trust is the cornerstone to what we do.
We all have changes throughout our lives that require a professional’s ear. I strive to listen, learn and create solutions to my client’s financial needs and goals. The best thing I can hear from my clients is “thanks for listening.”
Andy has worked in the wealth management industry since 2002. He specializes in comprehensive financial planning with an emphasis on retirement income and investment management. He works with a wide variety of individuals, families and small businesses. Andy and his wife, Heather, reside in St. Paul and enjoy watching their thirteen nieces & nephews grow.
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University of St. Thomas, Opus College of Business
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CERTIFIED FINANCIAL PLANNER™ Professional
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Five Star Wealth Manager, as seen in Mpls/StPaul Magazine, in 2011, 2012, 2013, 2014, 2016, 2019 – 2024*
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President of the Eagan Rotary
*2012-2014, 2016, 2019-2024 Five Star Wealth Manager Award, created by Five Star Professional. The 2024 award was presented in 12/2023 based on data gathered within 12 months preceding the issue date. 4,280 advisors were considered, 637 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.
- Hiking
- Travel
- Golfing
- Downhill skiing
- Trying new restaurants