Lucas WennerstenLucas Wennersten is a highly respected cross-border financial planner with over a decade of hands-on experience guiding individuals and families through the unique financial challenges of living and retiring between the United States and Canada. As bth a Chartered Financial Analyst (CFA) and Certified Financial Planner(TM) (CFP(R)) in the U.S. and Canada, Lucas delivers a rare dual perspective and a level of expertise few advisors can match.Lucas began his career in Arizona in 2014, specializing in U.S.-Canada wealth management. In 2019, he relocated to Toronto, where he served as both a Portfolio Manager and Management Consultant before returning to the U.S. His personal and professional experiences on both sides of the border have given him a deep understanding of the financial, tax, and emotional considerations involved in international transitions.Known for his clear communication style and holistic planning strategies, Lucas is dedicated to simplifying complex topics and empowering clients to make confident decisions. Whether helping clients manage cross-border retirement accounts, optimize investments, or plan for multi-jurisdictional estates, he tailors each strategy to align with their unique goals and values. Read More Read Less