Raymond J. Lucas CFP®
Senior VP of Training & Case Design
As Senior Vice President of Financial Planning with Integrated Financial Partners, (IFP), Ray Lucas has helped hundreds of families gain control of their complex financial challenges. By working with your own tax and legal consultants, as well as his team of talented colleagues, Ray will work with you to construct a personalized plan. By taking a comprehensive review of your financial picture, solutions will be designed to help meet your specific goals. Through education and experience, Ray is able to help with retirement planning, estate planning, and wealth accumulation goals.
Ray has excelled as a company leader and CERTIFIED FINANCIAL PLANNER™ practitioner with IFP, an independent team of advisors that provides an objective, long-term approach to financial planning needs.
Ray earned an Accounting degree from Bentley College and is a graduate of the Boston University Program for Financial Planning. He received his CERTIFIED FINANCIAL PLANNER™ and CHARTERED RETIREMENT PLANNING COUNSELOR certifications from The College for Financial Planning in Denver, Colorado.
Ray is currently listed in the National Register’s Who’s Who in Executives & Professionals and the Madison Who’s Who Registry of Executives. Most recently, Ray was listed as a Five Star Wealth Manager in Boston Magazine for the last five years.
Ray continues his dedication to education by teaching retirement, estate and investment planning public educational seminars and workshops. Ray has also served on the faculty of the Boston University Program for Financial Planning. As a well-known financial educator and sought after speaker, Ray is uniquely qualified to take the mystery out of complex financial issues and help you learn about the numerous options and their possible impact on your situation.