Raymond J. Lucas, Jr., CFP®, CRPC®
Senior Vice President of Financial Planning and Training
Ray Lucas is the head of Integrated Financial Solutions™, the case design and case consultation division of Integrated Financial Partners. An accounting graduate of Bentley College, Ray is a former faculty member of the Boston University program for financial planning. An author and contributor to various publications, Ray's expertise has put him in demand as a speaker on the topics of estate and retirement planning. He was also the keynote speaker at the Worcester Centrum college planning forum.
Chartered Retirement Planning Counselor (CPRC) conferred by College for Financial Planning.
Phone
331-777-5346