Michael Lucey

Michael Lucey, CLU, LUTCF, is the President and Owner of Lucey Wealth Advisors since August 2013, specializing in individualized financial planning. In addition, Michael serves as a Capital Gains Specialist with the Estate Planning Team, focusing on business and wealth succession planning through the Deferred Sales Trust. Michael's previous experience includes serving as the Director of Recruiting and Sales for Genworth Financial, where responsibilities involved developing sales in the Western U.S. for Long Term Care products. Prior roles also include Vice President positions at Allianz and Citigroup, where Michael was responsible for variable annuity sales and life insurance strategies for high-net-worth clients, respectively. Michael holds a Bachelor of Applied Science in Business Administration and Management from San Francisco State University.