portrait of Lucy McGuire
FINANCIAL ADVISOR

Lucy McGuire

CFP®, AAMS™, CRPS™
14375 Saratoga Ave Suite 105, Saratoga, CA 95070opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Employee Stock Options
  • Business Retirement Plans
  • Charitable Giving
  • Estate & Legacy Strategies

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPS™

    Chartered Retirement Plans Specialist™

Personal Interests

  • Health & Nutrition
  • Hiking
  • Mountain Biking
  • Dancing
  • Traveling

Team Members

  • Shaylynn Graydon
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Phone

(408) 868-4005

Fax

(833) 790-8060

Office Address

14375 Saratoga Ave Suite 105
Saratoga, CA 95070opens in a new window

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