Christopher Lukas, CPA, CFP®
Designations and Licenses
Chris is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNING™ professional.
Experience and Education
Chris provides personalized wealth management solutions for high-net-worth individuals, families, business owners, foundations and entrepreneurs. He designs, implements and monitors customized investment solutions with a focus on clients’ long-term objectives and cash flow needs. Chris also provides integrated planning and investment strategies for growing and protecting clients’ wealth, including tax and estate planning, risk management and retirement planning.
Chris began his career as a tax specialist for a regional accounting firm in North Jersey and later worked as a controller for a national real estate firm in Long Island. He relocated to the Jersey Shore to join a local securities firm where he was the company’s chief financial officer and managed the firm’s compliance department.
He has a bachelor’s degree in accounting from Monmouth University.
Chris is a board member of several nonprofit organizations, including Spring Lake Golf Club Caddie Scholarship and Manasquan Cares.